One third of advice professionals are using AI in their businesses
Advisers urge providers to facilitate better back-office integrations
Attitude to risk questionnaires could be unsuitable for decumulation
NextWealth finds 14% of MPS assets have moved from active to passive
Regulatory pressures propel surge in consolidation in financial advice sector
'Acquirers are increasingly looking at consolidation, not aggregation’
AI to help small firms present ‘more manageable interface’ with the FCA
DFMs say advisers offering co-branded MPS are co-manufacturers
More advisers reporting to all clients on sustainable investments
More due diligence needed across multiple platforms