One third of advice professionals are using AI in their businesses
Advisers urge providers to facilitate better back-office integrations
Attitude to risk questionnaires could be unsuitable for decumulation
‘We were built specifically to solve problems that advisers have’
NextWealth finds 14% of MPS assets have moved from active to passive
Each added more than £3bn in assets in the last year, NextWealth finds
Advice firms are ‘offboarding’ clients that they cannot service profitably
Advisers choose to blend multi-asset funds and MPS in client portfolios
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‘AI opens up a number of new compliance challenges’