Related topic: Advice

For brokers considering a move into the AR model, this evolving landscape presents both challenges and opportunities.

The Growth Toolkit aims to help advisers build referral networks.

The senior leader forum focuses on evolving assurance models for autonomous agent conversation and decision-making.

Nearly three in five IFAs say targeted support would help clients better plan their financial future.

The business also saw revenue per mainstream adviser increase by 13% year-on-year.

Mortgage searches on the Twenty7tec platform reached 1.81m in February as remortgaging continues to play a central role in adviser activity.

91% of financial advice clients surveyed rate the advice they receive as ‘good’ or ‘excellent’ value.

An additional 87,000 taxpayers are liable for CGT since 2023/24.

The regulator revealed that it will consult on simplifying its advice rules.

Ben Allkins, head of mortgages and protection at Just Mortgages, says rather than working in isolation, advisers are looking to build diverse, scalable businesses.