Related topic: Advice

The panellists said adaptability will be critical as advisers navigate technological, regulatory and consumer change. 

Clients served per adviser have risen from 118 to 134, with data and AI unlocking capacity.

Bob Hunt, chief executive of Paradigm Mortgage Services, says good advice firms generally stick to their knitting, focus on what they do well and avoid being distracted by every new...

The regulator says the director sought to evade paying compensation due to customers as a result of his own bad advice.

Ash Borland, mortgage business coach at Ash Borland Consulting, explains why most mortgage brokers aren't short of leads, they are short of structure.

The new initiative will support individuals from initial recruitment through to ongoing professional development.

Iress’ Financial Readiness Index has found that, while there is a disconnect between financial confidence and reality, 35% believe they would benefit from advice.

TRM said the launch comes at a time when the industry is facing a growing need to attract new talent.

Will Hayward-Lloyd calls on all advisers to take part in the latest Working in Mortgages ED&I Viewpoint survey to help drive meaningful progress.

The new tool allows advisers to model clients’ IHT liabilities ahead of major legislative changes.