Advice will need to be more holistic than ever
Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice
Financial Advice
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Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
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Treating vulnerable customers fairly: What does this mean in practice?
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
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Analysis: Will 2025 be a gamechanger for financial advice and AI?
Although current use remains piecemeal, there are a range of products emerging that could have a huge impact on productivity levels
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Simplify: Should financial advisers embrace AI?
Just 6% of IFAs currently use AI tools in their services to clients, according to data from Opinium
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‘Value for money’ delivery by advisers on the rise
Advisers and clients agree that ‘accessibility is paramount’
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Women saving £80,000 less for retirement than men
Men over 55 have £209,000 saved on average, compared to £128,000 for women
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SJP report finds key life events driving advice seeking
Nearly half of people (48%) who have accessed advice did so after a milestone
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Financial planning conversations key to sustainability goals
Sebastian Elwell, founder of Switchfoot Wealth, on ‘an incredible opportunity’
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Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
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The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
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AML Group: 75% of investors see ChatGPT providing reliable investment advice in the future
Investor confidence at highest level since study launched in 2020