The industry needs to focus more on how they are communicating with clients, according to Whittle. "I think we need to talk about consumer understanding." He added: "Often when we are communicating ...
AI has tremendous potential to accelerate opportunities for financial advice to become more accessible and impactful, writes Sneha Shah ...
The Financial Conduct Authority's (FCA) rules on the regulation of pension dashboard service firms should be modified to help consumers take the next step towards making decisions about their ...
Becoming a paraplanner is not necessarily a stepping stone to becoming a financial adviser or planner, delegates heard.
Becoming a paraplanner is not necessarily a stepping stone to becoming a financial adviser or planner, delegates heard.
OpenAI has become “the biggest financial adviser in the world” and has the power to close the advice gap, according to a recent whitepaper released by Multiply AI.
While the official connection deadline for more than 3,000 pension providers, holding approximately 71 million eligible pension records, to link with the Money and Pensions Service's (MaPS) pension ...
Debbie Seaton explains why it is time for HMRC to update its rules on MEES and electric charging points for commercial properties held in SIPPs and SSAS ...
Professional Adviser is delighted to unveil the long list of almost 800 women and more than 70 companies nominated across all the categories in the 2024 Women in Financial Advice Awards.
The former chief executive of London-based financial advice firm Shard Capital Partners has been fined £120,300 by the Financial Conduct Authority (FCA) and banned.
With upcoming elections both in the UK and US, clients are increasingly asking questions about what this means for them, Arbuthnot Latham wealth planning director Chris Allen says.
Decisions made in one-off scary or stressful moments are often affected by our emotions, writes Chris Justham. Here he shares ...