There is a tendency to think the mortgage adviser’s involvement in conveyancing begins with recommending a firm and then largely ends once the client has been introduced, but I think an opportunity is being missed if that is how we view the relationship. Advisers spend...

Financial advice firms are taking a more proactive approach to technology, but integrating new tools with existing systems remains the biggest barrier to further change, research from TFAS Compliance Services has found. Its TechForward programme found 76% of respondents considered their firm more proactive about...