Co-founder Andrea MacDonald will be joining Saturn
PA looks at what AI did for advice this year and what more to expect
Carlyle acquired Intelliflo from Invesco for £148.6m in August
'My brain thinks in spreadsheets, not sparkles'
‘The challenge is that delivering advice is hard’
Must be adopted in a safe, responsible, and compliant way.
To deploy ‘safe and responsible’ AI
Less than 5% of advisers have a full AI policy
Exclusive: Down from 80% the previous year
'Platforms are there to serve investors'