opinion

'Regulators may be ill-equipped to deal with the AI challenge'

With the Consumer Duty deadline dominating the media, advisers' thoughts and dreams, are you making the most of your existing technology providers to help you meet the regulations? Steph Wilcox shares her thoughts...

Offering diverse communication channels is important

What should advisers be prioritising from August onwards?

Exploring capacity tests and LPAs in relation to dementia

'Large firms just can't stay one size...'

Taking a combined strategy provides a tax-efficient solution

What behaviours are we trying to encourage with any tax changes?

'A theory that adds a dash of intrigue to the mix'

GPTs can help wealth managers navigate complex regulations