Providing corporate employees with financial wellbeing is a must highlighted by the cost of living crisis
Providing corporate employees with financial wellbeing is a must highlighted by the cost of living crisis By AdviceBridge
Letters of Authority and transfers still a major pain point in the financial service industry
Letters of Authority (LoA) and transfers are still a pain point in our industry. Read about why it’s high time for this to improve and how AdviceBridge can help.
Catch 22: Advice firms want better tech but can’t (or won’t) pay for it
Many advice firms have come a long way in integrating tech into their everyday business processes and systems but still appear reluctant to pay for better tech
The “Great Wealth Transfer”: How technology can help you deliver accessible financial advice to every generation
During the great wealth transfer, around £5.5 trillion will transfer between generations. As 54% of IFAs worry that they could lose business, technology is key.
Is your business sale-ready? If not, it should be. So, here’s how to prepare for a successful sale, whether that’s in 2 or 20 years
As you prepare your business for a successful sale, how well you use technology can be invaluable to securing a positive outcome. Find out what you need to do and why.
5 important gaps in the Consumer Duty where advice firms can improve their service
Read about five gaps that the FCA’s Consumer Duty doesn’t cover and how advice firms could take the chance to further improve their client service offerings
Clients expect access to their finances from 5 am to 11 pm – extend your office hours or ???
The way people like to access financial services is changing. Find out whether you should extend your office hours or adopt a digital approach for your business.
Are you making use of the Pension Advice Allowance?
A useful way to encourage people to get advice on their retirement savings, the Pension Advice Allowance could be a great source of profit for financial planners
Do you need a Consumer Duty champion?
Due to come into force in 2023, the Consumer Duty has few changes that may have slipped under the radar. One is that firms must appoint a Consumer Duty champion.
More than 50% of financial advisers expect to retire in the next 10 years. What exit strategy options do they have?
With more than 50% of financial advisers expecting to retire in the next 10 years, what exit strategy options exist for IFAs ready for retirement? Here are the choices.