Retirement
MM Unpacked: AI in advice – Beyond the buzzword to business impact
Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms? https://www.youtube.com/watch?v=biQkyjfM2iw Recorded live from...
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Government and industry must collaborate on pension reform
The government’s unwavering determination to push ahead with changes to inheritance tax (IHT) and pensions, despite widespread industry opposition, raises...
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The research is wrong – AI is replacing advice roles
I think it’s time for a more candid reassessment of the impact of AI on financial advice, because much of...
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What can the construction world teach us about consolidation?
Jo Swain – Clifton AM Consolidation and succession planning continue to shape the future of the advice industry. Acquirers and...
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The Morning Briefing: Clients cutting pension contributions to invest in IHT solutions; How to write in a way that engages your clients
Good morning and welcome to your Morning Briefing for Tuesday 28 October 2025. To get this in your inbox every...
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Quilter Cheviot to expand business owner exit proposition
Quilter Cheviot has appointed Colin Monton as head of client development to support the expansion of its business owner exit...
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L&G extends index-linked cover flexibility to existing policyholders
Earlier this year, Legal & General (L&G) announced that new customers with index-linked cover can now decline increases up to...
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Charles Stanley selects SS&C Hubwise for its MPS ranges
Charles Stanley has announced that its full suite of Model Portfolio Services (MPS) ranges is now available to IFAs via...
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How you set up bonds in trust matters more than you think
With the nil rate band remaining frozen and upcoming changes to pensions from April 2027, interest in inheritance tax (IHT)...
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Fidelity finds 74% of adults over 50 unprepared for retirement
More than a third (35%) of UK adults aged 50+ are facing a retirement savings shortfall of at least a...
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Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure A compilation shared on X has brought...
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CSX says more businesses are shipping via rail to avoid surging fuel costs
Shares of CSX jumped after hours on Wednesday after the railroad giant raised its sales outlook for the year, as...
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