Industry News and Events
Market news, provider updates, conferences and roundtables worth attending.
- AFUnanswered
What kind of CPD actually changes how you work?
Structured CPD is a requirement, and meeting the hours is rarely the difficulty. Meeting them with material that changes anything is harder. This matters because the hours are spent either way. Lea…
Adviser Forum member0replies0views0likes 1 month ago0001 month ago - AFUnanswered
Which industry events are worth the day out of the office?
Conferences, roadshows and provider seminars all compete for the same scarce commodity: a working day away from clients. The value of each varies by role, region and stage of career. This matters b…
Adviser Forum member0replies0views0likes 1 month ago0001 month ago - AFUnanswered
What should a weekly industry summary include?
We publish summaries of mortgage and financial services news with discussion prompts attached. The format is not settled, and it should be shaped by the people who read it. This matters because a s…
Adviser Forum member0replies0views0likes 4 weeks ago0004 weeks ago - AFUnanswered
How is consolidation affecting day-to-day advice work?
Acquisition activity across advice firms, networks and providers is regularly reported at deal level. The operational consequences for advisers and clients are reported far less often. This matters…
Adviser Forum member0replies0views0likes 1 month ago0001 month ago - AFUnanswered
What is the adviser recruitment market actually doing?
Commentary on adviser recruitment tends to alternate between a shortage of qualified people and an oversupply of newly qualified ones. Firms hiring right now often report something more specific th…
Adviser Forum member0replies0views0likes 1 month ago0001 month ago - AFUnanswered
Do published claims statistics help protection conversations?
Insurers publish claims-paid statistics annually, and they are frequently cited when a client questions whether protection pays out. Whether they change a client's mind is a different question. Thi…
Adviser Forum member0replies0views0likes 1 month ago0001 month ago - AFUnanswered
Which lender announcements deserve attention, and which are noise?
Lenders announce a great deal: rate changes, criteria updates, service commitments, product launches and repositioning. Only a fraction of it changes which cases can be placed and how. This matters…
Adviser Forum member0replies0views0likes 4 weeks ago0004 weeks ago - AFUnanswered
Where does consumer coverage of mortgages mislead clients most?
National coverage of mortgages and protection is written for a general audience, and simplification is unavoidable. The practical effect is that advisers spend part of most first meetings correctin…
Adviser Forum member0replies0views0likes 1 month ago0001 month ago