OpenWork Partnership

More than two thirds flag concerns about clients turning to AI for financial advice

L&G to run day-to-day investment management

Pertains to ongoing service charges and asset allocation failure

Failing to engage spouses and next-gen clients risks losing long-term relationships

Standalone qualification for those looking to specialise

RIS takes ‘bucketing approach’ to client assets across different time horizons

‘It is our priority that partners understand what the changes are’

Up 9% from previous year

‘Step out of the shadow’

‘Higher degree of skills transfer’