Stephen Ford

Advisers could add 20 more clients annually with AI support

Your profession

Advisers could add 20 more clients annually with AI support

Early adoption of artificial intelligence tools is boosting adviser efficiency

clock 28 April 2025 • 2 min read
Navigating the new pension and IHT terrain: Implications from the 2024 Budget

Tax planning

Navigating the new pension and IHT terrain: Implications from the 2024 Budget

New regulations create a more nuanced environment

clock 09 December 2024 • 5 min read
Platform due diligence: A comprehensive approach

Wrap/platforms

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

clock 18 November 2024 • 4 min read
Consumer Duty has changed what advisers prioritise in MPS

DFM & Model Portfolios

Consumer Duty has changed what advisers prioritise in MPS

Greater focus on value for money investments and scrutiny on fees

clock 11 June 2024 • 1 min read
Scenario modelling: Meeting the FCA's retirement expectations

Regulation

Scenario modelling: Meeting the FCA's retirement expectations

Meeting regulatory standards and maximising good client outcomes

clock 22 April 2024 • 5 min read