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Technology

PA360: AI 'here now' and transforming adviser workflows

Technology

PA360: AI 'here now' and transforming adviser workflows

‘AI is not coming for your jobs’

clock 01 May 2025 • 2 min read
AI tech providers see advice firm client numbers swell

Technology

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

clock 30 April 2025 • 4 min read
FE Fundinfo adds to platform capabilities with Lunar AI buy

Technology

FE Fundinfo adds to platform capabilities with Lunar AI buy

AI business is FE Fundinfo’s fourth purchase in 12 months

clock 30 April 2025 • 2 min read
Advisers who are on board with technology outperform peers: Intelliflo

Technology

Advisers who are on board with technology outperform peers: Intelliflo

Generated more revenue and serviced more clients

clock 28 April 2025 • 2 min read
Integrating AI into advice without losing the human touch

Technology

Integrating AI into advice without losing the human touch

Reinforcing trust through AI-enhanced personalisation

clock 25 April 2025 • 4 min read
AJ Bell platform hits record AUM as inflows rise 19%

Wrap/platforms

AJ Bell platform hits record AUM as inflows rise 19%

13% rise over the past year and a 1% increase in the quarter

clock 24 April 2025 • 2 min read
Why advice businesses need to 'invite AI to the table'

Technology

Why advice businesses need to 'invite AI to the table'

Will take away the ‘boring stuff’

clock 24 April 2025 • 3 min read
Behavioural advice tech firm Moneymind Profile launches in UK

Technology

Behavioural advice tech firm Moneymind Profile launches in UK

Marks expansion for Australian enterprise

clock 23 April 2025 • 2 min read
'At the end of the beginning': What to expect next with tokenisation

Technology

'At the end of the beginning': What to expect next with tokenisation

'Tokenisation is coming - at pace'

clock 08 April 2025 • 3 min read
Wealthtime signs ten-year deal with Wipro to overhaul platform

Wrap/platforms

Wealthtime signs ten-year deal with Wipro to overhaul platform

The firm will use Wipro's artificial intelligence

clock 01 April 2025 • 2 min read
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