Technology

Two-thirds (67%) believed it was essential to advice

What data helps you and your clients?

Including ‘Leading Adviser’ categories

Investment process will use machines

'Increasing engagement will only favour those prepared to put in the effort'

Q2 net sales dropped almost 50%

Three key concerns

'Failure to pay attention can result in enforcement'

Hired 200 extra operational staff

'Reduction in time chasing progress reports'