News
More than a quarter of clients use AI tools during advice process, Wealthtime finds
The research, conducted by the lang cat, found 63% reported clients independently using AI in relation to their financial advice.
Financial Advice
News
Later life lending advice should be part of pension lump sum conversations, says Key
Key Equity Release warned that using pension cash to clear mortgages is not always the most appropriate option.
News
43% of Brits turn to unregulated sources for advice on renting or buying property, Zable finds
36% said they had done the same for mortgages, while 43% had sought unregulated guidance for financial planning.
News
Retirement drives surge in demand for financial advice, research finds
Demand was highest among people aged 54 to 66, peaking for those aged 64 to 65, according to research from Inzuzo.
News
Funkled and Focus to connect financial education to practical planning tools
The partnership puts Focus’s digital client engagement tools straight into Funkled’s free learning platform.
News
52% of SMEs do not trust banks for business finance advice – Portman Finance Group
Trust was lower for finance brokers at 43%, challenger banks at 41%, and venture capitalists at 40%.
Opinion
If clients are thinking of waiting, advisers shouldn’t be
Harpal Singh discusses why advisers should keep delivering clear, joined-up advice even when market uncertainty causes some clients to delay decisions.
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.
News
Most borrowers miss chance to review protection when remortgaging, LV= finds
Only 5% of customers said they looked at their protection at remortgage, despite remortgaging being a key time to review cover.
Technology
intelliflo launches agentic AI platform for financial advisers
Agentic AI will be central to the new system, running continuously in the background to scan for anomalies, prepare advisers for client reviews and flag where decisions are due.
News
Calton partners with Pilot to support new ‘Evergreen’ adviser proposition
The partnership aims to tackle adviser capacity, barriers to entry and the lack of scalable career pathways in the advice market.
News
Four in five consumers use unregulated financial advice, Zable warns
Salary and wages ranked as the area where consumers were most likely to seek unregulated advice, with 54% admitting they relied on informal guidance.