News
51% of advisers seek support from specialist IHT providers, research reveals
Downing found that 42% of advisers already received help from specialist IHT providers, and 50% worked with both accountants and lawyers.
Financial advisers
News
Majority of financial advisers support including family in wealth planning – Quilter Cheviot
The study noted that 17% of advisers always included family members in discussions, while 77% suggested their involvement but left it up to clients.
Technology
Collidr launches AI-powered Noxai Premium
This software offers tools for automated reporting and portfolio analytics, designed with Consumer Duty in mind.
Protection
IPTF releases first client support story in its ‘7 Claims Stories’ series
This story showcases the essential role advisers play when clients make claims on their income protection policies.
Technology
Advisersoftware.com launches inaugural analysis of international adviser AI tools
This new framework aims to support financial advisers in the UK and globally, helping them navigate and choose the best AI options around.
News
Third of advisers identify rising business costs as top challenge for 2025 – The Exeter
The research found that 27% of advisers ranked mortgage market instability as a significant concern.
News
87% of IFAs say clients concerned ahead of first Labour Budget in 14 years – Opinium
Speculation surrounding the first Labour Budget in 14 years has led to widespread uncertainty.
Financial Advice
36% of financial advisers see cashflow decrease over the past year – Premium Credit
One in three (33%) expected their cashflow to deteriorate over the next year, compared to 31% who expected it to improve.
Featured
Twenty7tec unveils FINPLAN Wealth solution for financial advisers
FINPLAN Wealth offers third-party integrations with EValue, FE Analytics, FE Fundfeed, and Origo at no additional cost.
News
Financial advisers concerned by client tax bills – Premium Credit
More than half (55%) said the economy was among their top three reasons for clients struggling with tax.
News
Advise Wise introduces Contact Directory for financial advisers
By housing a wide variety of reliable businesses, the Contacts Directory aims to help advisers enhance the value they bring to their clients.
Financial Advice
Financial advisers call for guidance dealing with ‘vulnerable clients’
Ongoing impacts from the pandemic has resulted in many more people falling into the category of ‘vulnerable clients’, reveals ValidPath.