In this latest Working Lunch from Professional Adviser, Matthew Spencer, head of UK retail at Orbis, discusses issues including tackling concentration risk in portfolios, the impact of Trump 2.0 and ...
Advice firms should create a technology team and provide them with autonomy, authority and budget to embrace artificial intelligence (AI), according to Capital Asset Management CEO Alan Smith.
The firm said it is "leading industry innovation" with the introduction of a four-day working week, as the finance sector "grapples with a shrinking talent pool". With the number of young advisers ...