Married men over 50, living in London or the South East, are the most likely to receive financial advice.

Taphouse was previously head of business transformation at Zurich.

34% of advisers pointed to increased demand for advice and regulatory changes as major challenges. 

Over a third (35%) of IFAs regard tax changes as one of their biggest challenges – an 8 point increase since last year’s Autumn Budget.

Economists were upbeat about the better-than-forecast GDP figures for Q4, but warned that the UK economy is not out of the woods yet.

Integration of AI aims to to take annual review report production from five minutes to under five seconds.

The Mortgage Mum Wealth will collaborate with brokers across the industry.

The white-labelled digital proposition includes data management, a full client onboarding journey, and client enquiry tools.

The specialist lender has reduced 2-year fixed-rate buy-to-let loans by 15bps

The latest rate reductions from the Society follow cuts made to residential and buy-to-let rates last month.