Paraplanners should be encouraged to attend client meetings, whose role is too often seen as an administrative one, according to Sam Patterson, director and head of mentoring at The Paraplanner Club.

The first ever lifetime mortgage where no repayment charges apply has been launched by More2life. The new mortgage, Maxi Zero ERC, is designed to provide clients with “maximum flexibility” in later ...

Advisers should work to engage women before they come to major life transitions, FT Adviser’s annual conference heard.

Britain's top 100 Financial Advisers have been revealed, with Scottish firm Johnston Carmichael taking the trophy for the third year in a row.

When it comes to the protection advice process specifically, gender differences can also play a significant part, particularly when it comes to recommending products like life insurance, critical ...

It’s good to talk… and we need an appropriate distribution framework that allows that to happen.

The FCA will consult on a new regulatory regime for retail investors this autumn, according to the regulator's executive ...

Advice firms should “take their time” when integrating AI into their businesses, First Wealth managing director, Anthony ...

The vast majority of advisers are using social media to market their business and services, in particular by using Linkedin.

The UK population is facing a savings crisis. A quarter of adults have less than £100 tucked away, and one in six have ...

Due to the idiosyncrasies of the parliamentary calendar, when the chancellor stands at the dispatch box on October 30, parliament would have actually spent more time in recess than it has spent ...

The new Labour government has extensive plans, which will need capital, to govern a country that already has a large debt ...