Our range of guides and resources will help you at every step of your life journey.
The GDPR legislation is live and has altered the way in which financial advisors and financial advisory firms can store and utilise data. Here are 10 things you need to know.
Inheritance Tax is not just a “death tax” but that, quite on the contrary, there are various lifetime planning options available to mitigate tax exposure. Here is a guide to inheritance tax in 2019.
This article will discuss six reasons why the adoption of life and legacy planning can help build better relationships with your clients.
It is important leaders at all levels are aware of the broad obligations contained in the GDPR and seek to ensure that their practices and undertakings comply with those rules and regulations.
9 tips for helping you, as a professional adviser, use social media effectively, whilst complying with the rules and regulations in the financial services industry.
The much talked about multigenerational transfer of wealth has arrived and you need to be prepared as an adviser. Here is everything you need to know.
This article will discuss the best-in-class software and digital tools to help financial advisers in the UK grow and nurture their client base.
Building relationships with the next generations sooner rather than later can help ease the intergenerational transfer of wealth.
Here are eight reasons why some financial planners go against the grain and help their clients to continue working, even after the retirement age.
It's not always easy to keep your clients motivated. Here are tips to get your clients to write a Will and plan for the transfer of wealth.
The UK has an inheritance problem with a study revealing that the British are ‘woefully’ unprepared when it comes to inheritance planning.
It is in your clients best interest to get them in the routine of updating their estate plan. Here is a guide.
The average financial advisor is now 50, a number that has risen steadily each year. What happens to your clients as a financial adviser when you retire?
When dealing with an emotional or anxious client, advisors should be prepared. Here is guidance and tips for professional advisers.
The role of an adviser in a family meeting is to assist families to be honest about the future and what they really want, which could be very different from what the current or earlier head of generations sought.
Find out more about the electronic signature functionality for professional advisers and whether or not they are safe.
Advisers missing out on intergenerational wealth transfer. Here are tips on how to get ahead of the game.
It is imperative to understand living wills as an adviser as these may dictate how your clients treatment and care in their final weeks, months or years of life.
The following article with discuss four key points to discuss with your clients about the importance of creating a Will.
Data ownership is emerging as a hot topic in the financial advice industry: "Who owns client data?". Advisers: here is your solution to the client data challenge.
Referrals are essential to growing your business as a financial adviser: learn how you can optimise and increase the amount of referrals you are getting.
Are you doing enough as an adviser to keep client data secure? New regulation and EU/UK directives now make certain data security mandatory.
GDPR carries heavy fines for a breach, and even small financial advice firms that have not addressed it will be no exception; they need to prepare now and SecureTheFile can help.
GDPR is designed to deliver a better framework for the rights of individuals as to how their data is handled and processed. What does that mean for financial advisory firms in the UK?
What is co-branding and what are the benefits for financial advisers?
Client retention is a key component to running a successful financial advisory practice. Here are four strategies you can use to increase client retention.
Technology and regulation continue to change the financial advisory role, creating opportunities for financial advisors to reshape their advice approach and evolve the way in which they are interacting and serving clients.