James Tucker

Advisers can boost client communication by embracing AI

Technology

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

clock 01 May 2024 • 4 min read
Twenty7tec unveils web-based CRM solution for advisers

Technology

Twenty7tec unveils web-based CRM solution for advisers

‘Advisers are tired of overpaying for technology that integrates poorly’

clock 17 April 2024 • 1 min read
Financial Planning Week: ISAs peaking later than pension average

Pensions

Financial Planning Week: ISAs peaking later than pension average

The average value of an ISA for a saver aged 70-79 is sitting at £175,421

clock 24 January 2024 • 1 min read
2024 vision: The future of financial planning with data and AI

Technology

2024 vision: The future of financial planning with data and AI

Further AI evolution in advice inevitable in 2024

clock 18 January 2024 • 4 min read
Tech innovation could see client costs could fall by 'third in five years'

Technology

Tech innovation could see client costs could fall by 'third in five years'

‘Opportunity to transform cost of advice business’

clock 27 January 2023 • 4 min read