Morningstar

‘Losses simply hurt more than gains feel good’

Morningstar survey

Morningstar report finds

Gives financial advisers ability to independently benchmark portfolios

Inspirational figure in the investment industry

Using supervised AI

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

‘I think we need to be better’

Segmentation, tech integration, and adviser empowerment are ‘critical’

Clients are disengaging rather than firing their advisers, conference hears