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Technology

Advisers should not be social media stars… but should learn from them

Technology

Advisers should not be social media stars… but should learn from them

‘Engaging with new formats is not a vanity project for advisers anymore’

clock 21 May 2024 • 4 min read
AI will 'help solve regulatory problems' for advice industry

Technology

AI will 'help solve regulatory problems' for advice industry

AI can help the industry explain the value of advice to the FCA

clock 14 May 2024 • 1 min read
'Huge amount' of AI hyperbole among industry

Technology

'Huge amount' of AI hyperbole among industry

‘Everyone is talking about AI, but no one really knows everything yet’

clock 09 May 2024 • 1 min read
Pension dashboards demand systems built to scale up rapidly

Technology

Pension dashboards demand systems built to scale up rapidly

7.5 million people might log in within the first few days alone

clock 08 May 2024 • 7 min read
Advisers can boost client communication by embracing AI

Technology

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

clock 01 May 2024 • 4 min read
Optimal efficiency: Is 2024 the year of the advanced data strategy?

Technology

Optimal efficiency: Is 2024 the year of the advanced data strategy?

'Data without context, however, is simply a buzzword'

clock 30 April 2024 • 5 min read
'Get started now': Putting AI to work in financial advice firms

Technology

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

clock 24 April 2024 • 4 min read
Utilising clean data to power business decision-making

Technology

Utilising clean data to power business decision-making

In 2023 120 zettabytes of data was transacted globally

clock 24 April 2024 • 3 min read
Quilter reports platform net inflows of £1bn in first quarter

Wrap/platforms

Quilter reports platform net inflows of £1bn in first quarter

Ongoing adviser charging review to start shortly after FCA talks

clock 24 April 2024 • 2 min read
Woven Advice closes SEIS fundraising for data management solutions

Technology

Woven Advice closes SEIS fundraising for data management solutions

‘Advisers are held back by the quality of their data and their inability to fix it’

clock 23 April 2024 • 1 min read
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