Technology

'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

Enabling firms to extend advice and investment services to a broader range of clients

Headed towards a ‘record-breaking year’

AI viewed as both an opportunity and risk by compliance officers

One client was unable to complete £400,000 pension transfer for over two months

Taking the ‘eh?’ out of AI