• 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.

  • 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.

  • Helping clients stop living in life’s waiting room

    One of the most common assumptions people make is this:“I’ll be happy when…”I’ll be happy when I can retire.I’ll be happy when the mortgage is paid off.I’ll be happy when I have enough money.I’ll be happy when I can work less.I’ll be happy when I’ve achieved financial freedom.At first glance, these seem like perfectly reasonable…

  • Why money is never just about money

    Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

  • If You Want the Right Job, Always Tell the Truth

    If you want to secure the right job, the most important thing you can do is tell your recruiter the truth.I recently saw an article stating that one in four clients ignore the recommendations of their financial adviser. When you look closer at the detail, a third of those clients admitted the advice wasn’t right…

  • The Private Equity Issue – Friend or Foe?

    Over the past few years, we have seen a significant influx of private equity into the financial advice sector, particularly in the period following the pandemic. It was clear to anyone observing the market during COVID that financial adviser firms performed relatively well. The primary reason was their ongoing revenue model, with clients typically paying…

  • A Guide to Effective Personal Branding

    Gary Vaynerchuk, the highly regarded entrepreneur, author, speaker, and marketing guru once said: “Your personal brand is your reputation and your reputation in perpetuity is the foundation of your career.” In this article, I will share some insights on how financial professionals can harness personal branding to gain more traction in the market. Whether you…

  • YouGov/Cebr consumer confidence index records largest monthly increase since 2021

    The latest YouGov/Cebr Consumer Confidence Index shows a marked rebound in sentiment, with the biggest monthly increase since 2021 driven by improving perceptions of household finances and greater optimism around property values. While challenges remain, particularly around business activity and job security, the data suggests consumers may be feeling more resilient after a difficult start…

  • 5 Themes Shaping This Week’s Trade Press Headlines

    Every week, the specialist financial press highlights the issues shaping adviser businesses. Looking across Money Marketing, FT Adviser, Professional Adviser and Citywire, these are the five themes that have consistently dominated discussion over the past seven days. From regulation and AI to business strategy and investment trends, here’s what’s been driving the conversation, and why…

  • How to Stand Out on LinkedIn and Attract New Career Opportunities

    Friday, 10th July, 1:30pm BST (Live session)