‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’ With the Sustainability Disclosure Requirements (SDR) coming into force, Isabel Baxter explores if the industry is open to making sustainable financial…

Advisers still spending significant periods of time on manual tasks Nearly a third of financial advisers believe they could serve 20 or more additional clients if their systems were fully integrated, FE Fundinfo research has…

The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar…

While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new set of systems accompanying tech transformation Adoption rates will depend heavily on whether AI makes…