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What younger clients expect from advisers, providers and customer services
With the oldest members of Gen Z approaching 30, the protection industry faces a crucial question: is it…
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The AI procurement checklist for broker networks
As AI becomes increasingly embedded in the advice process, selecting the right technology partner is no longer just…
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Growing tax burden weighs on HENRYs as wealth tax fears mount
As speculation grows over potential new taxes on wealth under a Labour government, new analysis from Rathbones, one of…
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Perci Health appointed by WTW to help employers tackle rising cancer risk through prevention
Perci Health has joined WTW’s health and wellbeing vendor ecosystem as a specialist provider of cancer prevention, risk…
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Burnham beneficiaries – the sectors poised to potentially benefit from the new PM
Angeline Ong, senior technical analyst at IG, looks at which UK-listed companies could benefit from Andy Burnham’s policy…
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Foundation’s property plus helps broker secure funding for high-yield scottish investment
A recent case highlights how Foundation continues make mortgages happen for brokers and landlords in complex scenarios, helping to turn…
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Why 70–90% of widows leave their financial adviser and what IFAs can do about it
Gemma Livermore, international financial services marketing director at Seismic, looks at how advisers can build stronger relationships with…
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Lloyds reminds mortgage customers of available support
Lloyds is reminding mortgage customers of the support available to them. With the Bank of England estimating 1million…
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Nexus by Landlord Studio and LRG sign UK MTD partnership
Nexus by Landlord Studio, has signed a partnership with LRG to support landlords preparing for Making Tax Digital. The…
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The Mills Review is a growth memo for advisers, not a threat
Among the advisers I speak to, the main reaction to the FCA’s Mills Review, has been unease, says Stuart Breyer, CEO,…
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