Technology will improve efficiency, consistency and personalisation
First phase of ‘next generation hybrid advice solution’
Financial services only in the ‘foothills’ of transformational change
Keep calm and do your (Consumer) Duty?
The industry’s best in technology, risk-profiling, client engagement and more
Move towards outcome-based planning will emerge
'The tools can help them make a better informed decision'
'It is fair to say that it did not go according to plan'
'Clock is already ticking'