Adviser/ CRM system relationships ‘under serious strain’, Twenty7tec finds
‘The regulator caused it, they should fix it’
Upcoming changes already beginning to influence charitable will-writing and estates market
Advisers must ‘open people’s eyes to the reality’
Expects to onboard maximum of four partners per year
ChatGPT usage among younger investors rises to 70%
Most believe personalised digital financial advice will become the norm
Regulator unveils its ‘Investment Advice Assessment Tool’
Perceived need for financial advice has fallen, Boring Money report finds