Nearly one in five consumers (19%) would seek answers to financial questions from a human financial adviser but the figure is only 1% higher than the number who would go to an AI assistant first, according to new research.
Almost half of UK households with a net worth of over £500,000 fail to use a Financial Planner or adviser to manage their money, according to new research.
High net worth women are much less engaged than HNW men when it comes to conversations with their financial advisers, according to a new study published to coincide with Financial Planning Week which launches today (Monday 27 Jan).
Advised clients are moving their money away from cash and back towards equities as interest rates subside, according to a new survey of financial advisers.
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