Insights
Helping you stay informed and ahead
Bringing together partner-created content in one place, so you can quickly find the insights and guidance most relevant to you.
AI is everywhere – but it isn't replacing advice
74% of investors are using or considering AI tools – yet 96% of advised clients still value ongoing human advice. M&G’s latest Investor Compass article explores why, as information becomes abundant, the real value of advice lies in interpretation, judgement, and reassurance. As information becomes abundant, the value of advice increasingly lies in interpretation, judgement […]
Find out more →
Have we forgotten what economic stability feels like?
Panacea celebrated its 20th anniversary this year, and I’ve been part of the business for 15 of those years. During that time, I’ve worked closely with financial advisers, product providers and asset managers through some very different market conditions. I’ve seen a few periods when businesses were confident, budgets were flowing and firms were willing […]
Find out more →
The confidence gap: where advice proves its worth
M&G’s new Investor Compass finds 83% of investors feel confident making decisions in volatile markets – yet volatility still tests emotions and decision-making. This article explores the gap between confidence and behaviour, and how advisers help clients keep perspective, avoid short-term reactions and stay focused on long-term goals. It’s not just stock markets that can […]
Find out more →
The real purpose of a fact find
Every financial planner is familiar with the fact find. Its purpose seems obvious enough: know your client.
Find out more →
The business that never gets written
Have you ever had a perfectly good opportunity slip through your fingers? Someone you could have helped, but it never quite went over the line.
Find out more →
94% of clients say trust matters most. So why don’t advisers study it?
According to Vanguard research, 94% of clients say trust in their adviser is critical to their overall satisfaction. Just recently I ran a webinar, ‘The part of financial planning no qualification can teach you’, and I asked a simple question: “In your client relationships, on a scale of 1 to 10, how important is trust?”
Find out more →
Financial advice in the UK: fewer firms, same number of advisers
By Emma Napier, NextWealth The number of firms giving retail investment advice has fallen 15% since 2022, but adviser numbers have barely moved. The market is not shrinking, it is concentrating, and three forces are driving it. Each year, the FCA’s retail intermediary market data, drawn from the annual RMAR return every intermediary firm must file, […]
Find out more →
Business Sentiment Tracker: Business confidence falls in Q2 2026
Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.
Find out more →
You are the target: how cybercriminals exploit people, not systems
Taking care of how you store your credentials and who is granted access to your data plays a significant role in protecting both your own, your firm and your clients’ information. Rather than attempting to defeat multiple layers of technical security, attackers often use social engineering – tactics designed to trick, pressure, or manipulate individuals […]
Find out more →
Helping clients with their financial wellness
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Find out more →
Award-winning technical support, ten years running
M&G has been named Best Technical Support for Paraplanners at the Professional Paraplanner Awards 2026 – for the 10th year in a row – and Best Provider Website for the second year running. Explore Tech Matters for expert insight, tools and answers to your trickiest technical questions.
Find out more →
94% of clients say trust matters most. So why don’t advisers study it?
According to Vanguard research, 94% of clients say trust in their adviser is critical to their overall satisfaction.
Find out more →