PA talks to industry experts on the future of adviser-owned platforms
Shrinking personal allowances dragging more investors into CGT net
'Don't underestimate what can be achieved in the next decade'
Investors urged to think outside the box and away from technology
‘We say to clients that this is going to be tech-led proposition’
Comprised of nine tech stack ‘avengers’ from across the industry
AI integration will have a lasting impact in financial services
‘The SIPP market presents exciting growth opportunities’
'Generative AI is both a formidable challenge and a golden opportunity'
‘We are already seeing considerable appetite’