News
Money scams cost Britons £1.28bn a year – Unbiased
The financial advice platform said fraudsters were increasingly using fake investment opportunities, impersonation tactics and AI-generated content to target consumers.
Unbiased
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One in five clients unclear on advice fees, finds Unbiased
The research showed 70% of advisers didn’t publish their fees online, leading to confusion for clients before they even sign up.
News
One in five consumers unclear on financial adviser fees, finds Unbiased
Over a fifth (21%) of consumers did not know how they were being charged, while 70% of advisers did not publish their fees on their websites.
News
Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro
Only 19% of advisers said they often talk to clients about intergenerational wealth transfer, while 52% said they rarely or never discuss it.
News
Majority of Britons express fear ahead of Autumn Budget, research shows
According to a study of more than 1,100 adults from Unbiased, over half (51%) of respondents said they feel pessimistic about the upcoming Budget.
News
Compliance strain leaves advisers with less time for clients – Unbiased Pro
Research found that Consumer Duty was the toughest regulation for advisers right now.
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.
Financial Advice
Women seek financial advice later and hold fewer assets until 70 – Unbiased
Additionally, Unbiased found 70% of women valued clear communication when getting advice, compared to 61% of men.
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Client acquisition outpaces tech adoption as top adviser priority – Unbiased Pro
34% of firms put finding new clients top of their list, and client retention followed at 23%.
Financial Advice
74% of people prefer financial advice from a real person rather than AI – Unbiased
The survey showed 40% would only use a human adviser, while another 34% were happy for a human adviser to use AI tools.
Featured
Advisers constrained by tight budgets and traditional marketing tactics, study finds
The study from Unbiased found that nearly half (44%) of advisers identified restricted budgets as their biggest marketing challenge.
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.