3 month delays in onboarding with wealth managers
- Wednesday, 17 July 2024
- Articles
Clients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.
Read more...2 in 3 investors would use AI for investment advice
- Friday, 10 November 2023
- Articles
Over two thirds (69%) of investors would be comfortable with AI being used in the investment advice process, according to a new report.
Read more...UK tops 10-nation poll for Financial Planner usage
- Thursday, 09 September 2021
- Articles
Affluent to ultra-high-net worth investors in the UK were the most likely to use a Financial Planner among 10 leading nations surveyed for a new report.
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