Technology

Designed to reach more advisers

Almost a third work more than 40 hours a week

The question advisers should be asking

If you create the record, bank the benefit

... and belongs embedded within the advice process

'AI means good conversations with clients no longer wait for a scheduled moment to happen'

After being missed off TPA’s initial list

Value comes from continuity of service

AJ Bell and Parmenion choose not to sign up

Deliberate strategic decision