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Nick Eatock

Nearly all advisers feel unprepared for AI integration

Your profession

Nearly all advisers feel unprepared for AI integration

'AI technology will become far more prevalent'

clock 15 May 2024 • 1 min read
The Verve Foundation reveals sponsors of new adviser student cohort

Companies

The Verve Foundation reveals sponsors of new adviser student cohort

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

clock 14 May 2024 • 1 min read
'A real breakthrough': Key trends shaping adviser tech in 2024

Technology

'A real breakthrough': Key trends shaping adviser tech in 2024

Use of tech to enhance advice process will increase

clock 29 January 2024 • 4 min read
Evolution in motion: The changing face of practice management systems

Technology

Evolution in motion: The changing face of practice management systems

'The beating heart of adviser tech ecosystems'

clock 04 December 2023 • 5 min read
IFAs must embrace technology to focus on the value of advice

Technology

IFAs must embrace technology to focus on the value of advice

Tech playing 'increasingly important role' in financial advice process

clock 06 September 2023 • 3 min read
Fidelity platform allows access to 'greater' client data

Your profession

Fidelity platform allows access to 'greater' client data

The initiative comes as advisers demand improved business efficiencies

clock 04 September 2023 • 2 min read
How can technology aid advisers with Consumer Duty compliance?

Consumer Duty

How can technology aid advisers with Consumer Duty compliance?

A look at the key technologies supporting financial advisers

clock 02 August 2023 • 6 min read
Intelliflo launches all-in-one single system platform capability 

Wrap/platforms

Intelliflo launches all-in-one single system platform capability 

‘Wealthlink’ has been launched in collaboration with SS&C Technologies

clock 06 June 2023 • 3 min read
Why cashflow modelling is integral to the advice process

Technology

Why cashflow modelling is integral to the advice process

Brings significant value to clients, advisers and regulatory obligations

clock 26 May 2023 • 3 min read
Intelliflo to include cashflow modelling within core system

Technology

Intelliflo to include cashflow modelling within core system

Updated offering means there is no need for additional licensing

clock 26 April 2023 • 2 min read
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