Technology

Future wealth management 'rooted in a personalised, connected experience'

Reduce costs, improve financial education and boost inclusion

‘Our advisers are fully aligned with our view that tech is their friend’

AI to help small firms present ‘more manageable interface’ with the FCA

Platform technology provider gross revenues up 7.4% in first half

Technology and integration key to Söderberg & Partners success

'There are firms that are trying to buck the trend'

‘It will really help us to grow and provide a better service to our clients’

‘Sophisticated investors want more advanced solutions’

Record outflows plague advised platforms in 2023