AI agents in financial advice: Opportunity or overreach?

Only 25% of advisers now perceive AI as a threat

Survey results underline a gap in adviser confidence

Twice as likely than 35–54-year-olds to turn to social media channels

Representing a 52% increase in women's total pay since 2021

One in five say financial services is not inclusive of all sexual orientations

Following a resurgence in annuity sales in the market

Majority say it did not deliver a ‘forward-moving’ plan

Collaboration aims to deliver personalised pension guidance with AI tools

Skerritts Group rebrands to Shackleton