Your go to place for our latest content and topical market updates, designed to support you, your business and your clients.
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.
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.
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.
AI is here - but how does it have an impact on your client's financial wellbeing? This article explores the ever-evolving relationship between financial wellbeing and AI – and why it matters.
Steven Cameron breaks down the FCA’s latest consultation on targeted support and explores how the newest proposals could impact on advisers.
Financial planning for retirement is often viewed through a technical lens. Here, Dr Tom explores why advisers need to go beyond the spreadsheet.
As financial advisers, the focus is often on numbers, but true wealth involves living the life you want, with the resources available. In this article, discover how to help clients prioritise their health and wellbeing alongside financial planning.
More money doesn't always mean more happiness. This article explores the importance of weighing potential opportunities not just by salary, but by their impact on long-term happiness and financial wellbeing.
In this article, we discuss how multi-asset funds could be a potential answer to managing CGT liabilities.
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.
With the world changing quickly, here are 7 considerations for effective marketing in modern society.
Find out how AI is being used by financial advisers, the opportunities it brings and how it could shape the way you work in the future.
Research from The Lang Cat shows that removing three key barriers to advice could lead to double the number of paying clients. Here’s what you need to know.
Steven Cameron breaks down the FCA’s latest consultation on targeted support and explores how the newest proposals could impact on advisers.
Steven Cameron breaks down the Government’s Pensions Investment Review Final Report and explains the implications for workplace pensions, advisers and EBCs.
The Government called on financial services regulators to set out how they plan to support their growth agenda. Here's how they responded, with our thoughts and key takeaways.
From the new Labour Government to the Advice Guidance Boundary Review and life after Consumer Duty, our Pensions Director, Steven Cameron, reflects on 2025's key regulatory developments and explores his predictions for 2025.
The FCA is consulting on targeted support for pension and investment decisions, with draft rules expected in early 2025 to provide accessible, affordable assistance at crucial times.
Our Pensions Director, Steven Cameron, explores the FCA’s Call for Input following the introduction of the Consumer Duty, sharing his thoughts on where there’s possible scope for removing or simplifying requirements as well as potential implications.
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.
Financial planning for retirement is often viewed through a technical lens. Here, Dr Tom explores why advisers need to go beyond the spreadsheet.
As financial advisers, the focus is often on numbers, but true wealth involves living the life you want, with the resources available. In this article, discover how to help clients prioritise their health and wellbeing alongside financial planning.
More money doesn't always mean more happiness. This article explores the importance of weighing potential opportunities not just by salary, but by their impact on long-term happiness and financial wellbeing.
Using our new 'Second 50' research, we explore how an evolving 'multi-stage' life could shape your clients' advice needs in the future.
In this article we’ll show you 3 ways that prioritising your clients’ financial wellbeing could align with the ability to meet your Consumer Duty objectives
