With only 26% of Brits seeking professional financial advice, the majority are missing out on the value and peace of mind it can provide, how do we close the advice gap?
70% of advisers say cashflow modelling is the most important technology they use & 88% say it’s the most useful way to demonstrate the value of advice to clients.
Step into the future as we delve into the McKinsey Global Survey on digital strategy to find out what the industry expects in 2023 and the post-pandemic era.
Financial planners have true insight into the life-changing affects advice can make to people's lives, but how can you promote the true value of financial advice?
When did you last review your platform choices? It's a question many financial advisers may choose to avoid, but platform transitions needn't be a headache.
A third of people believe there’s a 50% chance they will lose their job when furlough ends – here’s how you can help
A third of people believe there's a 50% chance they will lose their job when furlough ends –
Generation X grew up with technology, but they're suspicious of institutions and sceptical about hype. Find out more about Gen X and how to engage them.
As the UK finally eases out of the last pandemic restrictions, we take a closer look at the top issues and focus for financial advisers now, and in 2022.
Financial advice firms need to attract and keep clients and ensure the back office delivers. Here's how to choose the right back-office system for your business.