Technology

‘First in the market’ tool launched to automate suitability letters

Evaluate processes from start to finish from the client's perspective

Latest VCT option comes after Octopus Apollo addition

All the parts of the chain must work together seamlessly

'Important that firms don't develop tunnel vision'

‘This is now about the evolution to a full advice solution’

Some firms are beginning to embrace robo-advice to nurture younger clients

‘AI opens up a number of new compliance challenges’

Generative AI to be ‘transformative' in adviser productivity

Advisers need to work on deeper relationships with clients’ children