Many think AI could be useful for efficiency and automation
More advisers believe Consumer Duty will have a ‘high impact' on their firm
Advisers now less willing to take on new clients with limited assets
Schroders says clients more bearish now than May 2023
Three-quarters of women are not influenced by their adviser’s gender
But what if things really are different this time?
Professional Advisor has partnered with Carmignac, Invesco, LGIM, Quilter, Schroders and Tatton to bring an exclusive guide that explores the trends driving the increasing use of the model portfolio services.
Knowledge is power when it comes to crypto investment
Advice firms must invest to build an efficient business