Technology

To deploy ‘safe and responsible’ AI

Less than 5% of advisers have a full AI policy

Exclusive: Down from 80% the previous year

'Platforms are there to serve investors'

'For advisers, the opportunity lies in preparation'

Rose stepped down from NatWest in 2023

'Every transfer should be compliant, transparent, and in the client's best interest'

Improved retention across the adviser channel

Harnessing AI and digital tools to boost efficiency