Morningstar

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

Investment industry criticised on ‘terrible job’ of appealing to fresh audiences

Kapoor points to UK regulation becoming more ‘goals focused’

M&A strategy not necessarily a winner

'Don't be shy about telling clients how they're benefitting from your use of AI'