Technology

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

‘Engaging with new formats is not a vanity project for advisers anymore’

AI can help the industry explain the value of advice to the FCA

‘Everyone is talking about AI, but no one really knows everything yet’