Technology

Important to strategically consider AI's potential value for the future of advice

Tech will support ‘significant growth’ plans in advice space

Users of the platform can also receive a financial planning MOT

The benefits of cashflow modelling technology explored

Industry in the foothills of something ‘really quite special’

Worst quarter since Lang Cat’s records started in 2016

&me platform for 'next generation of clients'

‘Opportunity to transform cost of advice business’

Move towards outcome-based planning will emerge

Delegates heard platforms are ‘overpriced for what they deliver’