‘Many non-Chartered advisers are just as competent as those who are’
'Future of advice lies in independence, approachability and affordability'
Robotic process automation removes need for client by client process
‘Everyone is talking about AI, but no one really knows everything yet’
‘You should remember that the UK is a nation of skim readers’
‘Depends on the person and if they want the client-centric element’
‘You have to proactively seek engagement and understand them’
'The transformative power of generative AI is undeniable’
7.5 million people might log in within the first few days alone
More than 1,500 nominations for 792 women from 337 companies