‘Safe to say the platform has likely found its forever home, so Phil and Kirsty will be delighted’
'It's important to maintain a healthy dose of scepticism and here's why...'
Iress tops the list for advice tech and AI
Adviser platform integrates with FinCalc
Five-year deal sees Microsoft’s AI tool integrated within FNZ’s platform
Advisers still spending significant periods of time on manual tasks
IFAs Nicholas Ryan and David Mills unveil Pilot
'We need to distinguish the good from the bad'
Prospective clients using AI tools to find financial advisers
More than two-fifths are now using AI, Intelliflo has found