PFS

'AI seems to think it is the future and I agree it is revolutionary'

‘Firms must offer compelling reasons for advisers to stay’

Aligned with the FCA's Sustainability Disclosure Requirements

Clients can be like ‘rabbit in the headlights’ as divorce settlement nears

IFAs have crucial role to play in securing fair financial settlements

Ben Wright joins as director and Carla Brown and Daniel Williams as VPs

Firms can identify areas of improvement with the new tool

Advisers called to observe their clients’ personalities in financial planning

‘Building rapport and trust is essential when working with clients’

Only four in ten include ESG as part of their training and compliance regime