HeyJaredLaura Miller
- Indexed articles, last 90 days
- 9
- Latest publication
- Sep 18, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
- Earliest in this view
- Sep 8, 2026
Latest articles
Advisers' Budget 2026 wish lists – 'this is a scary one' (opens the original)
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The Autumn Budget is set for 28 October. It will be the first under Labour prime minister Andy Burnham and his chancellor John Healey. Occurring just days before Halloween, one financial adviser called the impending tax and spend announcement from the government "scary". Orchard Financial Advisers managing director Ben Perks said: "This Budget is a scary one, because everything seems up in the air. Who knows what Burnham will do?" The new prime minister and his chancellor need to focus on ways t
FCA, HMRC and the Met ramp up crackdown on illegal crypto trading (opens the original)
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The Financial Conduct Authority (FCA), HMRC and the Metropolitan Police have swooped on three premises suspected of illegal peer-to-peer crypto trading. Cease and desist letters were issued at all of the locations, requiring traders to stop any suspected illegal crypto businesses. Peer-to-peer trading is when individuals buy and sell crypto directly with each other. Anyone doing this by way of business in the UK requires appropriate registration. There are currently no FCA-registered peer-to-pee
'Fool's gold' warning as more than half of consumers embrace AI for decision-making (opens the original)
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Eight in ten consumers are using an AI assistant at least three times a week, while six in ten use it to help make decisions, the independent consumer research from Defaqto, carried out by Savanta, found. More people are using AI-powered tools than going directly to a provider or speaking with a financial adviser as a source when making financial decisions, the research found. This is even as serious issues are being flagged about the quality of the data underpinning AI responses, especially whe
Most client meetings happen without one of the advised couple present (opens the original)
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Despite longstanding attempts to broaden out the advice relationship beyond a single point of contact in a couple, the findings suggest they are still very one-sided. More than half of individuals (52%) said only one partner regularly attends review meetings, the research by Scottish Widows and NextWealth polling individuals and advisers, found. A similar number (51%) of clients said they hold the adviser relationship in their name only. As many as 10% said they always go to meetings solo, prefe
Client confidence boost from advice review in retirement fades after six months (opens the original)
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A study by Wealthtime, an adviser platform business, found widespread uncertainty about how much can be sustainably spent in retirement to make sure the money lasts while enjoying life. Taking advice provides valuable reassurance about spending behaviour, but the data suggested even then the positive effects were only temporary, pointing to the need for regular reviews. Among advised retirees, half (50%) say the confidence they feel following an advice review will fade within six months, includi
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