opinion

Key ongoing directives firms should factor into their business planning

'For clients with lower assets, there are trusted homes out there'

'There has been a not-so-quiet change to how communication is happening'

'Compliance is a notoriously time-consuming responsibility'

'These days you can't even trust what is in front of your eyes'

'Robo-advice as a term probably won't survive'

'Active management costs more. But it can also deliver more'

'At LGBT Great, we've seen first-hand what's possible when firms commit to meaningful change'

Has been described as overly complicated and prescriptive

'Don't be shy about telling clients how they're benefitting from your use of AI'