How can AI and virtual reality improve client experience?
Technology can give advisers ‘opportunities that can revolutionise’ the sector
UK adults underwhelmed by their inheritance
SunLife found average sum passed down was just under £75,000
Financial planning | 7 Aug 19
Non-resident Indians off the hook over property gift tax
Only money transfers made by residents to NRIs or foreign companies will be treated as taxable
Looming slowdown weighs on NRI strategies
Advisers redraw investment plans to brighten the gloomy outlook
What happens when an advice firm goes bust?
Smith & Williamson lifts the lid on what administrators do when companies enter insolvency