Technology

‘The pressure will surely grow to treat deposits fairly’

Reform not replacement

'We're just not articulating the proposition'

'Disciplined growth built around profitability and cashflow offers quieter advantages'

'The biggest demand is not for more insights, but for less administration'

Calm Authority built by financial planners for advisers

'The firms that benefit most from AI will be those that fix their foundations first'

Part three in the series...

When AI is finally cracked in the context of financial advice, the competitive advantages will be enormous. The question is whether the economics of the technology market will let smaller firms share in them, writes Max Anderson

AI and digital use 'becoming essential'