Platform to support advisers managing multiple software solutions

Rich Fox sheds light on firms’ readiness for upcoming SDR

James Rainbow underscores urgency of attracting new advice talent

AI can help the industry explain the value of advice to the FCA

The firm is on an acquisition spree as it plans to buy ‘several’ firms this year

The report is due on 31 July, one year since the regulation took effect

Robotic process automation removes need for client by client process

'The transformative power of generative AI is undeniable’

'Easier to confirm meetings via WhatsApp than calling'

Firms to produce first annual Consumer Duty board report