• Career Development Week

    The Chartered Institute for Securities & Investment (CISI), the UK’s leading professional body and educational charity for financial services, is helping financial services professionals at every stage of their career future-proof their prospects through its Career Development Week, taking place from 21 to 25 September. Delivered in partnership with PH Career Services, the new week-long programme combines…

  • 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…

  • 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…

  • The real purpose of a fact find

    Every financial planner is familiar with the fact find. Its purpose seems obvious enough: know your client.

  • 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.

  • 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?”

  • 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,…

  • 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…

  • Business Development Manager 2026: Salary Trends and Industry Insights

    Paul Harper Search is proud to present the 2026 BDM Salary Survey an essential resource for BDMs, Strategic Partnership Managers, Telephone Account Managers, and the businesses that employ them across the financial services intermediary distribution market.

  • 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…