Adviser/ CRM system relationships ‘under serious strain’, Twenty7tec finds
'The design and training of AI systems inherently favour consistency and predictability'
ChatGPT usage among younger investors rises to 70%
Emotional value of advice still a ‘completely human endeavour’
Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration
Admits adviser communication on Elevate has been lacking
Dynamic Planner's Advice 2025 report reveals rising demand for financial advice
Part of a 'supercharged sandbox'
Money Means founder Helena Wardle says
Shortlists will be published in early July