The advice process has not changed in 30 or 40 years while the traditional first client-adviser meeting is "akin to a hostage scenario", according to Nationwide head of digital advice Chris Williams.
Speaking at a roundtable of industry professionals in London, hosted by eValue, Williams explained that, having been an adviser himself for two decades, it was a humbling experience when he saw how the...
£300bn of liabilities
View from the front row
Transfer from occupational scheme
Appointed by FCA and PSR boards