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Technology

Platform innovation: Terry Huddart on Abrdn's Cash Solution

Wrap/platforms

Platform innovation: Terry Huddart on Abrdn's Cash Solution

'I see this as another positive market development'

clock 27 February 2025 • 5 min read
The great wealth shift: Embracing AI to engage multiple generations

Technology

The great wealth shift: Embracing AI to engage multiple generations

'The role of the financial adviser is evolving'

clock 26 February 2025 • 4 min read
Striking the balance: AI and the human touch in financial services

Technology

Striking the balance: AI and the human touch in financial services

'We should view AI as a new kind of team member'

clock 20 February 2025 • 4 min read
Adviser Outsourcing partners with Contengo on income processing software launch

Technology

Adviser Outsourcing partners with Contengo on income processing software launch

Teases ‘ambitious plans’ for further feature rollouts

clock 18 February 2025 • 2 min read
LV= expands adviser investment options with Embark partnership

Wrap/platforms

LV= expands adviser investment options with Embark partnership

Builds on adviser support with smoothed managed funds and digital integration

clock 17 February 2025 • 2 min read
Abrdn Adviser makes trio of price reductions on Wrap platform

Wrap/platforms

Abrdn Adviser makes trio of price reductions on Wrap platform

Moving towards a ‘more simplified charging structure’

clock 17 February 2025 • 2 min read
Advice CEOs point to tech and demand as key growth drivers

Technology

Advice CEOs point to tech and demand as key growth drivers

Regulation and operational efficiency cited as barriers

clock 12 February 2025 • 2 min read
Dynamic Planner targets annual reviews in latest AI plans for advisers

Technology

Dynamic Planner targets annual reviews in latest AI plans for advisers

Annual review reports to be done in under five seconds

clock 12 February 2025 • 3 min read
IFA business scalability: If Amazon was a financial adviser…

Technology

IFA business scalability: If Amazon was a financial adviser…

What would have to change for advisers to be five times as efficient?

clock 10 February 2025 • 5 min read
AI due diligence 'essential' for advisers

Technology

AI due diligence 'essential' for advisers

Adviser Software calls on firms to evaluate potential risks of using DeepSeek

clock 07 February 2025 • 2 min read
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