Technology

'Trust in financial advice takes years to build. It has never been easier to put at risk'

Firms can take steps for better CIP delivery

Aims to ‘eliminate friction’ across advice journey

'If you're a financial advice firm, client trust is your most valuable asset'

PA360 panellists highlight AI is not taking over admin or paraplanner jobs

Across several categories

Attendees at PA360 say

Project Exit to launch 11 May

Iress has reshaped its proposition and standing

Phil Bray speaks at PA360