FTRC

AI firm launched wealth management plug in in US adviser space

Review to consider impact by 2030 and beyond

‘AI is framed as something that will change everything’

‘I became frustrated with the limitations of this approach’

One in four advice firms considering switching practice management systems

Research released ahead of International Women’s Day

Tim Thompson Rye warns advice platforms must embrace digital transformation

‘A tech team can look at the most important problems your firm needs to solve’

Upskilling is vital, conference hears

'Other countries are looking at the UK as the gold standard’