What do you see as the impact of MIFID 2 on marketing practices and processes, especially in relation to marketing service agreements in 2018. Thoughts and perspectives on your expectations of providers or indeed any provider perspectives would be welcome.
Artificial intelligence has the potential to transform the way advice firms work, helping to reduce administration, improve efficiency and free up more time for clients. But before embracing AI, there is one principle that should never be overlooked
Artificial intelligence is only as good as the instructions you give it. If you’ve ever asked AI a question and received an answer that felt generic, vague or simply not quite right, don’t be too quick to blame the technology.
Artificial intelligence has quickly become one of the biggest talking points in financial services. But once you look beyond the headlines, many advisers are left asking the same question: “What would I actually use it for?” If your only experience of AI has been asking it to write the occasional email, you’re only scratching the surface.
Not yet registered?
Please complete this form to join our community