Dynamic Planner

'Helping clients means shifting their focus from the present to the future'

While transformative AI is just a tool – to be used by people, for people

Panel unpacks next gen themes in advice

Updates on technology’s firm AI developments

'This is not about replacing advisers, it's about extending their reach'

PA looks at what AI did for advice this year and what more to expect

‘The challenge is that delivering advice is hard’

Behavioural, financial and demographic differences must be factored in

More under-40s are seeking advice as firms utilise technology

Classic and Tracker ranges join more than 1800 investment solutions