Expects £1bn net inflow target to be delivered in 2027
Planbot launched by former adviser duo
AI firm launched wealth management plug in in US adviser space
Rises from 29% to 60%, SOTAN findings reveal
While transformative AI is just a tool – to be used by people, for people
‘Bolting on chatbots won't work - rebuild from scratch’
AdvisoryAI and Time4Advice Curo early adopters
'Platform providers need as much input as they can get if they want to stay ahead of the curve'