‘Next generation’ of Intelliflo Office
More than two thirds flag concerns about clients turning to AI for financial advice
Average financial promotion approval turnaround time of one hour
'Unplugging advisers from the Matrix'
'If inputs diverge, so do outputs, and so, potentially, does the advice those clients receive'
Significant implications for advisers and investors relying on passive income strategies
UK regulatory standards ‘remain strict’
Launches Pennee and adds third-party DFMs to platform