‘MPS providers have raised their game’
Less than 5% of advisers have a full AI policy
Fidelity Adviser Solutions finds
A 'great deal' of M&A fine tuning going on
Technology, markets and regulation remain ‘weaker spots’
Advisers under 45 generated largest proportion of personal revenue from new clients
Frustration with ‘lack of seamless connectivity’ continues
Aegon and NextWealth research suggests just a quarter track this
More than three quarters are seeking AUA increase