9th April 2025
However, advisers are divided on how to charge for advising additional family members.
However, advisers are divided on how to charge for advising additional family members.
Financial advisers still top the list of trusted financial information sources.
1 in 7 IFAs are already using AI in their practices, but the majority (64%) have no plans to.
Nick Eatock, CEO of Intelliflo, examines how technology can address inefficiencies in the financial advice journey.