AI

‘The promise of AI in this industry remains enormous’

Highlights need for ‘urgent action’ by advisers, tech expert says

Tool aims to tackle “crowded and complex” market

'The biggest demand is not for more insights, but for less administration'

Calm Authority built by financial planners for advisers

Regulator proposes to raise minimum and flat fees by 1%

'The firms that benefit most from AI will be those that fix their foundations first'

Part three in the series...

When AI is finally cracked in the context of financial advice, the competitive advantages will be enormous. The question is whether the economics of the technology market will let smaller firms share in them, writes Max Anderson

'It's up to us to determine whether AI works for us or against us'