Research

Nearly half of advisers believe AI will provide personalised insight and automation

Typical relationship with financial adviser lasts around seven years

Funds offering a level of inflation protection were the last research, Square Mile finds

One in two want personalised information electronically

Nearly 50% want access to more personalised advice, Moneyhub finds

Benchmark launches guide focused on women’s financial planning challenges

Including changes in approach when dealing with vulnerable clients

‘Targeted support could move the dial and present business opportunities’

‘Onerous and time-consuming’ admin a barrier to effective communication

Greater focus on value for money investments and scrutiny on fees