Technology

'Tech should empower advisers, not overpower them'

Established through collaboration with SEI and Benchmark

The financial planning firm has launched CP Accelerate

If tech isn't paying its way it has to be managed, replaced or rationalised

Use of tech to enhance advice process will increase

Fund aims to return £2 tax free for every £1 that is invested

Will take ‘substantial effort’ to clean client data before feeding into AI

Further AI evolution in advice inevitable in 2024

Three practical tips on client cybersecurity

Developing an AI strategy to manage risk and empower growth