Adviser / Broking

“We need to overcome these annoying and frankly lazy stereotypes that we have about the next generation of customers”

Moving with the Times

“I don't think I'd sleep at night knowing I haven't discussed protection”

Total membership up to 26

To support new FCA requirements

“I've had more comments about being a woman than being gay”

Rhys Schofield to remain as ‘front-man’ of Peak

"This might seem a momentous change but in truth it only has a small impact"

Is integrating AI into financial advice as simple as loading ChatGPT?

The wealth manager is hunting for a replacement for Andrew Croft