AI will be a mixed blessing, say advisers

Financial advisers believe Artificial Intelligence (AI) technology will improve client servicing but could also potentially threaten the jobs done by human advisers.

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Half of Planners concerned about greenwashing

Half (46%) of UK Financial Planners are worried about greenwashing, according to a new report.

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Planners cut platform use as clients struggle

Financial Planners are cutting back on their use of investment platforms because of the cost-of-living crisis.

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Daily platform use up as satisfaction rises

Over two thirds (68%) of Financial Planners are using platforms daily in comparison to three in five (60%) in 2019, according to new research.

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