opinion

Is this new regime actually simpler for clients?

'Establishing and running an IFA firm is a significant undertaking'

‘The promise of AI in this industry remains enormous’

'What is particularly galling is that there were viable alternatives'

'The most significant risk is not technical unsuitability. It is expectation mismatch'

'Many recognise that existing planning frameworks are no longer sufficient'

Tackling admin head on

'We're just not articulating the proposition'

'These changes may mark something of an inflection point'

The structural question firms need to ask