Robotic process automation removes need for client by client process
'The transformative power of generative AI is undeniable’
'Easier to confirm meetings via WhatsApp than calling'
Firms to produce first annual Consumer Duty board report
Advisers can calculate IHT liabilities based on future estate value
Cash ISAs were the preferred vehicle for those planning over the long-term
'Advice and basketball both require teamwork and accountability'
'It is always concerning to see complaint levels continue to rise'
Client funds reach record £179bn in first quarter of the year
The purchase includes taking over Cassons’ existing Burnley offices