Opinion

Part three in the series...

When AI is finally cracked in the context of financial advice, the competitive advantages will be enormous. The question is whether the economics of the technology market will let smaller firms share in them, writes Max Anderson

Exploring the expenditure consolidation conversation

Vital that clients are kept informed

'It's not enough for the AR to hold its own cover. The obligation sits with the principal'

'Another factor bringing annuities back into focus is the evolving tax landscape'

'More often, it's the quieter disciplines that matter most'

The editor's Friday Night Takeaway from 20 March

EIS 'enters the conversation with new prominence'

'Periods of recalibration are not inherently negative'