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Tech allows firms to demonstrate they are complying with Consumer Duty

First revealed in February this year as the platform looks to build scale

Generative AI to be ‘transformative' in adviser productivity

Clients ‘react very emotionally’ when categorised

Advisers need to work on deeper relationships with clients’ children

Targeted support seen as a crucial part of the advice journey

‘Clients coming in do not understand they have a relationship with money’

Financial services still has work to do on equality and inclusion

‘Engaging with new formats is not a vanity project for advisers anymore’

We could use a bit more empathy when it comes to future clients