Technology

Further AI evolution in advice inevitable in 2024

Three practical tips on client cybersecurity

Developing an AI strategy to manage risk and empower growth

Nearly 40% last worked with a new platform more than five years ago

‘Technology is still not as streamlined as we have come to expect’

‘There is no silver bullet to solve this…no single piece of regulation’

Where are the areas where we need to give due diligence a good hard stare?

Third of advisers feel AI will transform their profession

Added more than 50,000 platform customers

Continuous innovation in platforms is essential