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‘You have to proactively seek engagement and understand them’

'The transformative power of generative AI is undeniable’

7.5 million people might log in within the first few days alone

More than 1,500 nominations for 792 women from 337 companies

'Easier to confirm meetings via WhatsApp than calling'

The editor's Friday Night Takeaway from 3 May

Firms to produce first annual Consumer Duty board report

‘Clients overlook major sources of value from advisers’

Make ethics reviews part of regular team training and development

Advisers can calculate IHT liabilities based on future estate value