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