‘In reality, paraplanners are essential collaborators, not mere assistants’
Advisers can play a crucial role in the preperation of Form E
Non-court dispute resolution can be more cost-effective and efficient
Risk comes in how and where AI is deployed by wealth managers
It’s advisers - armed with empathy and innovation - who will lead the charge
'Celebrate your wins openly, and remember, success is not a solo journey'
These aren't products that sell themselves
'We believe good active managers always have a place in a portfolio'
The formation of a new government – now just over 100 days’ old – has brightened the spotlight on UK financial services regulation, writes IIMI CEO Dani Hristova
'Minimising the likelihood of unpleasant surprises is a fundamental goal'