Conversational interface to launch later this month

Certification marks ‘important milestone’

Available to existing customers via its app

Will bolster adviser confidence to use social media platforms

Firms are taking a ‘wait and see’ approach

Investments increased 30% when targeted support focused on attitudes

Investments increased 30% when targeted support focused on attitudes

Over half of advisers report having a formal CRP

Baby boomers most likely to change adviser

Highlights need for ‘urgent action’ by advisers, tech expert says