Related topic: Advisers

The integration will allow brokers to autofill mortgage applications via FastSubmit.

Advisers’ use of AI has jumped 31 percentage points, but 75% still feel limited by their current processes, intelliflo’s 2026 UK Advice Efficiency Survey reports.

The procuration fee incentive will apply to applications received between 11th June and 19th July that complete by 30th September.

Manning & Company has joined ValidPath’s network for independent financial advisers (IFAs) as the former targets long-term growth.

Hoxton Wealth’s AI and the Evolution of Financial Advice report has found that AI is being used largely as an operational tool instead of a replacement for financial...

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

The roles include recruitment director, head of sales, and regional sales director.

The response of borrowers to economic pressure caused a significant increase in adviser activity in March, says Twenty7tec.

The CRM platform has rebranded from Binder to Surecase as it aims to enter a new phase of expansion.

20% of independent financial advisers reveal that hiring new advisers is a key part of this year’s growth strategy.