‘Anyone running a business needs to offer value to their clients’
‘Your business and your people are under attack constantly’
‘It needs to be done in a different and innovative way’
Advisers must be not be ‘deceived into believing AI can solve all problems’
Awards ceremony on 6 November at London’s Marriott Grosvenor Square
'Retail-focused firms are also facing a short timeline to prepare'
'Dive in so you can learn and grow together'
In 2023 120 zettabytes of data was transacted globally
‘Now there's soft skills training but advisers naturally did it back then’
Firms face challenges in collecting data and due diligence processes