Related topic: Advice

The FCA says it expects "meaningful progress" over the next 12 to 18 months.

Advisers are being urged to make retirement planning a 'family affair'.

Ambitious growth plans sit alongside greater client servicing scrutiny, with half advisers servicing more clients than a year ago.

AI use is moving beyond meeting notes, with 42% using or implementing it for report personalisation and 40% for suitability assessment and reporting.

77% of advisers are only generally aware, or not aware at all, of technology that can automatically evidence Consumer Duty compliance.

Thomas earned more than £173,000 in fees for providing unauthorised advice.

Steppl enables advice firms to create configurable client journeys that improve the client experience and reduce administration.

More than half of prospective first-time buyers believe it is difficult to get accepted for a mortgage.

63% report that clients are independently using AI tools in relation to their financial advice.

The Group has launched new solutions for brokers through its Mortgage Minds offering.