Three in five believe regulations on use of AI tools should be made stricter
NextWealth says 41% of advisers expect to increase MPS use next year
Patrick Mill’s top challenge since being Wealthtime CEO has been the market
Advisers work with an average of 1.7 DFMs, down from 2.2 last year
Clients not making use of tax benefits from onshore investment bonds
Second annual cut with £10m in savings expected by 2024
The acquisition is through Fintel IQ, the business’ tech platform
Professionals express apprehension over stability of DB pension funding
Professional Adviser talks to Embark Investment CEO Barry MacLennan
‘AI is central to business transformation and scalable growth’