Your Business

AI is not a threat - rather a critical way for adviser firms to grow

Tech lies at the heart of improving outcomes and services for clients

‘Clients may choose Teams even if face to face happens every two years or so’

‘Next gen advice should be a profitable income stream for your business’

Advisers need to decide what type of clients they want to serve

Oxford Risk says better engagement could equal 10% organic AUM growth

Taking a proactive approach to training and competence

Join us at etc.venues in the City of London on 26 April

‘We try and offer advice fairly to all of our segments’

Number of advisers not high enough to service client demand