Related topic: Finance News

The tool enables advisers to provide clients with personalised reports outlining their potential financial futures.

85% do not believe brokers should charge both a client fee and receive commission.

36% of UK advisers plan to increase existing clients’ assets under their advice in an effort to grow their business organically.

The transaction includes intelliflo’s US-based subsidiaries.

Only 9% suggested there would be no more cuts from the MPC by February 2026.

Two-thirds (65%) of generation Z and three-fifths (61%) of millennials have used AI tools for personal finance.

Aegon has implemented a trio of new capabilities to the tool.

Financial advisers are uniquely positioned to help clients find fulfilment, not just financial security, Aegon says.

FOS is also consulting on whether case fees should be differentiated based on complaint outcome.

The new service had been designed to offer advisers choice in the way they managed their adherence to the regulator’s guidance.