‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’
Advisory AI’s app aims to eliminate manual note taking and transcribe
More than half highlighted that they are taking one to six months
Gives financial advisers ‘even greater’ access to data
Retirement planning ‘dominates’ client advice requests
Regulator ‘concerned’ that clients are paying for services that are not being delivered
‘I don’t agree with the characterisation of the MPs statement’
‘The most profitable firms are the smallest’
‘The responsibility is high, and advisers need further support’
Regulator releases roadmap setting out a series of consultations