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Technology

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
Mixed year for platforms as Budget fuelled investor uncertainty

Wrap/platforms

Mixed year for platforms as Budget fuelled investor uncertainty

Advised platform assets totalled £697bn in 2024

clock 30 January 2025 • 2 min read
Technology 'imperative' in the great wealth transfer pivot

Technology

Technology 'imperative' in the great wealth transfer pivot

‘It will help advisers become ready’

clock 27 January 2025 • 4 min read
Quilter tops table as most recommended adviser platform in 2024

Wrap/platforms

Quilter tops table as most recommended adviser platform in 2024

Last year's top ten recommended adviser platforms

clock 22 January 2025 • 1 min read
Quilter platform delivers record quarterly net inflows of nearly £2bn

Wrap/platforms

Quilter platform delivers record quarterly net inflows of nearly £2bn

Fourth quarter results from Quilter

clock 22 January 2025 • 1 min read
Transact names Tom Dunbar CEO as Jonathan Gunby retires

People

Transact names Tom Dunbar CEO as Jonathan Gunby retires

Part of planned succession programme

clock 22 January 2025 • 2 min read
Fundment founder on £45m investment: We've 'done a fraction' of what we'll achieve

Wrap/platforms

Fundment founder on £45m investment: We've 'done a fraction' of what we'll achieve

Huel investor backs fintech

clock 21 January 2025 • 3 min read
What to expect from AI in financial advice in 2025

Technology

What to expect from AI in financial advice in 2025

AI has already taken root in many of our daily lives

clock 16 January 2025 • 4 min read
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