Technology

Blocking out the noise and focusing on delivery

Three practical steps advisers and planners can take now

Industry is growing, thriving and embracing change

'Under Consumer Duty, fair is the standard'

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

To manage its ‘Pegasus’ MPS range

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’