Defaqto conference panellists urge shift to service-led, goal-driven strategies
‘Are you really listening to your clients?’
But new hires not ‘driven solely by money’, panellists say
A ‘broader stepping stone’ to fully fledged advice
'We need to be consistent. We need to get the basics right every single time'
Treasury Committee questions regulator on the impact of finfluencers
Advisers face confusion over how to apply new sustainability labels
Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service