Tag Result: advice

Keep calm and carry on advising – Wilson
How are you? Normally that question is asked out of politeness.

Competency framework and wider qualifications needed to improve later life advice – Wilson
There is something of a truism in financial services around securing the necessary qualifi...

‘It’s our duty to ensure buy-to-let clients are constantly aware of market changes’ – Marketwatch
It is an adviser’s duty to inform their client of all the options and consequences when ...

Atom Bank raises £50m in latest fundraising round
Atom Bank has raised £50m in a fundraising round with participation from BBVA, Toscafund,...

FCA should focus on encouraging digital advice, not making execution-only easier – Blackwell
Last month I warned that the regulator’s recent proposal to bring back a widely availabl...

Full programme announced for The Mortgage Administrator Ivent
The full programme has been released for Ivent, the virtual conference and exhibition dedi...

13 million Brits also want ‘data-death’ after they die
Millions of Brits are fearful of what will happen to their social media profiles and email...

Digital broker Habito to start lending mortgages – update
Online mortgage broker Habito has launched its first own brand mortgage products with a ra...

Buy-to-let pricing sees ‘unprecedented drop’ in July
Buy-to-let mortgage rates have fallen as the choice of products has grown, research claims...

‘Nationwide could blow other equity release lenders out of the market’ – The Bristol Supper Club
A select band of equity release and mortgage brokers joined Pure Retirement and Mortgage S...