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Technology

The human firewall: Five AI scams advisers should be aware of

Technology

The human firewall: Five AI scams advisers should be aware of

Countermeasures to prevent falling prey to these cyberattacks

clock 28 June 2023 • 4 min read
EV launches hybrid advice solution for AIB planning arm

Technology

EV launches hybrid advice solution for AIB planning arm

First phase of ‘next generation hybrid advice solution’

clock 27 June 2023 • 2 min read
AI tool vows to fix adviser issues where other tech has failed

Technology

AI tool vows to fix adviser issues where other tech has failed

New AI platform Aveni Assist aims to support advisers with productivity

clock 27 June 2023 • 1 min read
Exploring how artificial intelligence will change investing

Technology

Exploring how artificial intelligence will change investing

'Investing requires art as well as science'

clock 23 June 2023 • 4 min read
Generative AI could hail the birth of the 'bionic financial adviser'

Technology

Generative AI could hail the birth of the 'bionic financial adviser'

Generative AI: A game changer for advice

clock 22 June 2023 • 6 min read
Fintel takes 25% stake in tech start-up after successful adviser pilot

Technology

Fintel takes 25% stake in tech start-up after successful adviser pilot

Invested in CRM specialist via Fintel Labs project

clock 20 June 2023 • 1 min read
FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

Technology

FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

Move designed to cut wasted time for advisers

clock 08 June 2023 • 2 min read
Intelliflo launches all-in-one single system platform capability 

Wrap/platforms

Intelliflo launches all-in-one single system platform capability 

‘Wealthlink’ has been launched in collaboration with SS&C Technologies

clock 06 June 2023 • 3 min read
The KISS principle: Keep it simple, stochastically

Technology

The KISS principle: Keep it simple, stochastically

'Stochastic modelling is a particularly powerful tool'

clock 31 May 2023 • 5 min read
Why cashflow modelling is integral to the advice process

Technology

Why cashflow modelling is integral to the advice process

Brings significant value to clients, advisers and regulatory obligations

clock 26 May 2023 • 3 min read
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