Why it's complicated to avoid AI in investment
Lydia Taft and Michael O’Neill launch Next Step Financial Planning
Professional sport comes with 'a very different financial journey'
Mark Randell joins the provider
Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks
CEO Matt Timmins bullish on Plannr’s growth
Hollee Vivian launches initiative with adviser peers
Could cost users ‘tens of thousands of pounds’