News
Isio launches model portfolio service for financial advisers
The service offers seven outsourced investment portfolios for advisers.
Financial advisers
News
LeadCrowd launches online marketplace offering low-cost leads to brokers
The LeadCrowd Marketplace offers enquiries that did not sell when first generated, now available at a discount.
News
LeadCrowd launches Money Helpdesk for brokers and advisers
The service generates real-time enquiries for brokers and advisers to buy through LeadCrowd’s online storefront.
News
Unbiased Pro launches AI growth assistant tool for financial advisers
The feature reduces administration for advisers, freeing up time to focus on existing clients and relationship building.
Compliance
IFAs say rising compliance leaves less time for clients – Rathbones
The study showed that 77% of IFAs said compliance requirements limited time for financial planning and 49% pointed to a lack of admin support as a key issue.
News
Saturn upgrades AI meeting notes tool for advisers
The system combines meeting note and file note capture, aiming to help advisers summarise and review client meetings more efficiently.
News
PFS hosts Autumn Roadshow on AI adoption in wealth management
A snap survey at the event showed that 21% of firms said AI was embedded, 56% were experimenting, and 23% had not yet started.
News
IPTF releases fourth instalment of ‘7 Claims Stories’ series
The report looked at how cover levels are set at the start, how claims are worked out, and how proportionate benefits help people return to work.
News
Most consumers still value advice before buying insurance – The Exeter
When people were asked how they would research insurance, 42% said they would talk to a financial adviser either on the phone or in person.
News
Tight marketing budgets holding back financial adviser growth – Unbiased
Nearly half (44%) said limited budgets were the biggest barrier to growth, stopping them from investing in digital channels or trying new strategies.
News
Most advisers see AI as top challenge, but adoption remains low – Unbiased
29% picked AI and automation as their top future challenge, with 16% choosing business costs and 13% client acquisition and retention.
News
Clients drive demand for wider investment choices, study reveals
The Rathbones study showed that nearly all (91%) said that access to investment trusts was key, while 95% pointed to direct equities and bonds.