Technology

‘We will rely on existing frameworks’

Launched to help advice firms meet FCA regulations

'AI will disrupt businesses and industries on a massive scale'

Exclusive: Redesign will be ‘one source of truth’ for advisers after complaints of ‘clunky’ systems

‘We need AI and people working together’

Private equity group Carlyle secures ownership of Intelliflo

Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

‘There will be potential platform consolidation’

'Be visible. Be local. Be helpful before you’re needed'

Driven by higher adviser client retention and expanding direct wealth channel