Scottish Widows
Financial planning | 10 Sep 24
Paraplanners increasingly positive on potential of AI
More than two-thirds believe that there should be an independent body setting long-term policy for pensions and investments
Advisers more optimistic than non-advised investors about rise of stock market
Highlighting a confidence gap
Advisers responsible for closing advice gap, survey reveals
With the perception gap between the advised and non-advised posing the biggest problem
91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents
Best Practice | 5 Sep 23
Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat