To be introduced through ‘carefully controlled rollout’
Open to people in all roles working in financial planning firms
... and belongs embedded within the advice process
'The profession continues to operate and evolve in an environment of profound change'
Obtains confiscation orders against Raymondip Bedi and Patrick Mavanga
'AI means good conversations with clients no longer wait for a scheduled moment to happen'
‘When the pressure mounts up during a deal, it can get quite emotional’
The deputy editor's Friday Night Takeaway from 24 September