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The Rise of Private Credit and the Need for Flexible Loan Servicing
In the wake of changing market dynamics, the corporate lending landscape has undergone a profound […]
FinTech Australia Launches New Wealthtech Policy Working Group
FinTech Australia is excited to announce the launch of its new Wealthtech Policy Working Group (WPWG)
Sole Traders Turn to AI for Tax and Accounting Advice
Starling Bank reveals new research today which shows sole traders’ growing reliance on AI for financial advice
The Role of Long-Form Knowledge in a Short-Form Financial World
We live in a world where financial advice is everywhere — and nowhere at the […]
FCA Plans to Help People Get More Financial Advice for Important Decisions
The FCA is consulting on how to make it easier for firms to give more simplified forms of individualised financial advice
Millions of People Set to Get Extra Help With Investments and Pensions Decisions
Over the next decade at least 18 million people could be offered extra help with their investments and pensions with the introduction of targeted support by the FCA.
Majority of TikTok ‘Finfluencers’ Breaking FCA Rules, Analysis Finds
New analysis has uncovered rampant non-compliance amongst popular TikTok ‘finfluencers’
Revolut Reveals Dangerous Confidence Gap as Brits Lose Thousands to Unverified Financial Advice
Revolut revealed that a striking 41% of Brits have acted on unverified financial advice online, leading to thousands of pounds in losses
Friends and Family Remain Top of the Finfluencer Charts
Despite the growing visibility of finfluencers such as Mia, Becca Bloom, and Yasmin, it’s still friends and family who top the trust charts when it comes to financial guidance
Women and Financial Advice: What Makes a Woman More Likely To Seek Advice?
Unbiased, the UK’s leading financial advice platform, has conducted extensive research to reveal the major profile markers of the average female advice seeker.
Majority of Brits Want People, Not AI, for Financial Advice — but See Potential for AI in Supporting Roles
New research from Unbiased, the UK’s leading financial advice platform, reveals that while consumers see a role for artificial intelligence (AI) in routine financial tasks, they still expect to work with human advisers. The findings highlight a clear opportunity for advice firms, integrating AI to enhance efficiency without losing the personal connection that clients value most.
2 in 5 Brits Have Used AI for Personal Finance Advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to research by personal finance comparison site Finder. That’s an estimated 21.3 million people in the UK.
Over Half of Those Who Have Acted on Social Media Financial Advice Have Lost Money, TSB Finds
TSB found that over two-fifths (42%) of 16–24-year-olds reported having used social media to access financial advice in the past 12 months
Once-in-a-Generation Advice Changes to Help Millions Navigate Their Financial Lives
Millions more people could get help navigating their financial lives with support on pensions and investments, under proposals announced today by the FCA
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
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