Technology

Latest update from business released on 7 September

Tech playing 'increasingly important role' in financial advice process

Majority believe the technology they use could be upgraded

Reducing 'fee drag' on client's portfolio performance

Whole retail market ‘continues to be challenged’ by economic conditions

‘Subdued investment activity across the market’

Nearly all advisers say they are ‘increasing focus’ on ESG

'Regulators may be ill-equipped to deal with the AI challenge'

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

GPTs can help wealth managers navigate complex regulations