News
Aviva partners with Ortec Finance to expand access to financial advice
This move aims to help close the advice gap and support financial wellbeing and retirement outcomes for more adults in the UK.
Financial Advice
News
Young adults face more financial anxiety than any other age group – The Exeter
24% of 25 to 34-year-olds said their finances had negatively affected their mental health over the past six months.
Technology
EV appoints Chet Velani as chief executive
Financial planning technology provider EV has appointed Chet Velani as chief executive after more than 18 years with the business.
Financial Advice
OBR forecasts IHT and CGT receipts to rise as UK population ages
Utmost said the OBR’s latest Fiscal Risks and Sustainability Report showed demographic change and wealth transfer are likely to drive higher Inheritance Tax and Capital Gains Tax receipts over the coming decades.
Business
The Right DA Club launches first annual conference for directly authorised firms
The Right DA Club will hold its inaugural annual conference for directly authorised firms on 1st October at Nuthurst Grange Hotel in Solihull, with a focus on holistic advice.
Financial Advice
76% of Britons fail to check credentials before following financial advice
Zable research found only 24% of people would check a financial professional’s credentials before following advice, as more consumers turn to unregulated sources including social media, AI tools and online forums.
Wealth Management
Jeremy Hunt warns CGT rise would be ‘terrible for the economy’
Former chancellor Jeremy Hunt has warned that raising Capital Gains Tax above 24% would reduce revenues by changing investor behaviour.
News
FLA backs AI innovation while calling for stronger consumer safeguards
The FLA said AI is already changing how consumers search for, compare and make financial decisions.
Financial Advice
Men save 31% more each month than women, Raisin UK finds
Raisin UK research found women save an average of £210 each month compared with £275 for men, with unclear financial language cited as one factor affecting savings confidence.
Opinion
The more complex the market, the more valuable the broker
Jason Berry discusses why, as the mortgage market recovers, adviser expertise and specialist advice are becoming more valuable than ever.
News
Advice firms target 17% growth despite challenges, research reveals
The research, conducted by Fintel's premium events and insight division, surveyed 1,500 senior executives from the advice and wealth management sectors.
News
More than nine in 10 advisers say lead generation is vital in 2026
The Wealthy Advisers Club found that 91.7% of advisers said generating more leads would be essential over the coming year.