The products bucking the trend
Jump in phishing and 'smishing' tactics reported
'All-singing, all-dancing due diligence reports'
Getting rid of gibberish
44% do not think technology will solve problem
'Exciting period of opportunity'
Six hours for a client report
'Choosing the right technology is paramount'
Raised £36m in funding round
60% of advisers in larger firms
Tech, sustainability and emerging markets
Human nature's role
13 hours added to each new case
Changes come into effect on 28 May
Models need to be 'technology, distribution or investment-led'
'Enrich client proposition'
RPI, tax avoidance and biodiversity
New reporting platform for third-party IFA and direct clients
Three equity sectors stand out
2,000 firm sample set
Ceremonies took place on 3 October
Slams 'cycle of deregulation, crisis and regulation'
Financial planning in the 2020s
Regional ‘hubs’ and ‘suburbs’