'Different perspectives around the table bring breadth of thinking'
While useful for file checking, firms must know AI’s limits
Keeping track of the ongoing consolidation in the advice industry
Lenders are not looking for a perfect firm
'Feeling safer and being safer aren't the same thing'
'Taken together, the Budget measures reinforce the importance of financial planning'
Act, do not procrastinate
'Nobody knows with certainty what happens next regarding AI'
What happens to your financial plan if your ability to earn reduces or stops?