Client portals could also lead to improved client relationships

Will take ‘substantial effort’ to clean client data before feeding into AI

The national advisory business hires Multiply AI as technology partner

The launch will assist advisers in single strategy fund selection

IHT on gifts reaches £256m in 2020/21, HMRC data reveals

Matthew Hill is currently chief executive of the Legal Services board

Professional Adviser looks at finfluencers' impact in the market

Alleged failure to assess suitability sparks regulatory action

Majority seeing growth despite a £35,000 drop in UK household wealth

Industry professionals weigh in on the immediate impact of NI cut