Advice firms enabled to ‘quickly and accurately’ provide information
Three in four Millennials use apps or websites to manage their finances
Those who would not use an adviser want free advice online
Reasonably foreseeable harm and battling behavioural biases
‘There is a small decline in advice firms, but not as quick as you expect’
For advisers, ‘volatility is a measure of predictability’, Matthew Lamb says
The awards, now in their 19th year, will take place in London next March
Advisers urge their peers focus on clients rather than money
Paraplanners outline role of technology in their profession
This year’s theme is on the role of the planner in reducing client stress