Fundscape’s latest whitepaper reveals how AI is being used in financial advice
Should the industry be doing more to protect vulnerable clients?
Builds on adviser support with smoothed managed funds and digital integration
Advisers increasingly favour branded and customised platform models
AJ Bell: ‘The Mabel Insights platform provides advisers with a wealth of information’
‘We can’t build a platform that is for every single adviser’
‘Acquisitions have emotional toll on everyone involved'
Acquisition supports Verso’s push toward £5bn in assets under management by 2027
The London-based firm adds £300m in AUM as part of its 16th deal since Sovereign investment
Sector shifts towards inclusivity and client experience