AI
60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
Wealth manager partners with AI fintech firm
To build a scalable operating platform
Future of IFA industry rests on ability to recruit and retain staff
A study by Canada Life has revealed
Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven