Your go to place for our latest content and topical market updates, designed to support you, your business and your clients.
Financial advice isn’t just about numbers, it's about real people and their emotions. Learn how a human-centric approach is the best way for advisers to understand their clients.
An overview of the FCA’s new Consumer Composite Investment rules and what advisers and platforms need to know ahead of the transition.
We've outlined 12 practical steps clients may want to consider as we move closer to the new rules coming into force about IHT changes.
Learn how to guide clients towards funded contentment – a version of financial planning that separates being rich from being wealthy.
Learn how advisers can use AI to improve efficiency, deepen client insights and strengthen cybersecurity – while maintaining essential human connection.
Kate Smith, Head of Pensions at Aegon outlines key pension developments for 2026.
New FCA rules on Targeted Support aim to help millions save and invest, with clear guidance, new permissions, and key changes for firms from April 2026.
Engineered market urgency tactics can create a sense of FOMO for your clients – here’s how you help them navigate that.
Firms are always looking to make sure they have the best and brightest among their ranks, but attracting new talent can be tricky. This article looks at the value of working with younger advisers, before considering the ways you can bring them onboard and help them grow with your business.
The way customers consume financial advice is changing, with younger generations turning to social media for guidance on money and investing.
The first generation of 'digital natives' is a huge potential client base for financial advisers. This article will help you attract - and retain - their attention.
New FCA rules on Targeted Support aim to help millions save and invest, with clear guidance, new permissions, and key changes for firms from April 2026.
Firms are always looking to make sure they have the best and brightest among their ranks, but attracting new talent can be tricky. This article looks at the value of working with younger advisers, before considering the ways you can bring them onboard and help them grow with your business.
If the first half of 2025 felt busy, the second half shows no signs of slowing down. In this article, Steven Cameron highlights the key government and regulatory developments that advisers need to stay on top of as the year progresses.
In this article, Stephen Crosbie, Managing Director of our Adviser Platform, uses data from the latest NextWealth and Aegon guide to explore the organic growth opportunities opening up to advice businesses as the wider industry and regulatory framework shifts.
This article explores the key steps you can take when trying to grow your business strategically and sustainably, based on new data from NextWealth's latest guide for financial advice firms, commissioned by Aegon.
Steven Cameron breaks down the FCA’s latest consultation on targeted support and explores how the newest proposals could impact on advisers.
Engineered market urgency tactics can create a sense of FOMO for your clients – here’s how you help them navigate that.
This article explores the importance of advisers discussing sabbaticals with clients as a way to prepare for the psychological aspects of retirement.
Discover effective strategies to support clients who feel overwhelmed by long-term financial planning, helping them manage stress and achieve their financial goals.
Teaching clients how to spend money is the missing link in financial planning.
Clients can compare their finances not just to their own goals, but to the lives of others. Instead of dismissing these comparisons, advisers can use them to start meaningful conversations. This helps turn feelings of doubt into useful insights, making financial planning clearer and more empowering.
Even the strongest client relationships can start to feel a little stale over time. The 'hopes and fears' meeting could change that - here's how.
