Reducing 'fee drag' on client's portfolio performance
Whole retail market ‘continues to be challenged’ by economic conditions
‘Subdued investment activity across the market’
Nearly all advisers say they are ‘increasing focus’ on ESG
'Regulators may be ill-equipped to deal with the AI challenge'
Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth
GPTs can help wealth managers navigate complex regulations
To streamline due diligence and tackle foreseeable harms
'It's knowing how to adapt and thrive that's key.'
Technology will improve efficiency, consistency and personalisation