AI

Advisory AI’s app aims to eliminate manual note taking and transcribe

Firms that adopt technology to save time will improve client experience

‘In reality, paraplanners are essential collaborators, not mere assistants’

AI ‘firmly embedded’ into advice journey but ‘more work needs to be done’

Nearly half of advisers believe AI will provide personalised insight and automation

Risk comes in how and where AI is deployed by wealth managers

Regulator launches an ‘AI Lab’

Technology is transforming the landscape of portfolio management

Scottish Widows research finds paraplanners increasingly utilising AI

More than a third would use it but warned ‘not to get ahead of themselves’