HeyJaredRoger Brosch
- Indexed articles, last 90 days
- 2
- Latest publication
- Aug 27, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
- Earliest in this view
- Jul 8, 2026
Latest articles
Roger Brosch: Advice should also mean investing in your memory bank (opens the original)
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In 2022, citing the need to reflect the cost-of-living crisis, the Financial Times re-branded its glossy, ad-packed How To Spend It magazine to HTSI. The S in the name was no longer reserved just for ideas on how to spend It each week in FT Weekend. Instead, readers got a weekly fix of how to savour, style, spend, and save it. From the outside looking in, it was a bit of an odd pivot for a magazine which, if the adverts were anything to go by, was conspicuously celebrating top-end consumption. M
Roger Brosch: Playing to respective skill sets (opens the original)
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In the very near future, each member of the advice support team will become a customer relationship manager, as artificial intelligence and, in particular, Agentic AI, does the heavy-lifting on analytics-driven tasks. We will see the responsibility for managing the client relationship more evenly spread across support, paraplanner, and adviser. Humans will become more human. Within that triumvirate, one or more members of the team will also be adding ‘line manager to the bots' to their core skil
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Top 5M sites
For Professionaladviser, the outlet · Measured Aug 1, 2026
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