Technology

AI to help small firms present ‘more manageable interface’ with the FCA

Professional Adviser looks at whether AI is revolutionising financial planning

‘Sophisticated investors want more advanced solutions’

Record outflows plague advised platforms in 2023

Wealth managers view their current technology systems as outdated

'Too early' to tell how AI will be used in wealth management

Paraplanners outline role of technology in their profession

Fintel urges advisers to look at new areas of growth as ‘world is changing’

Technology is ‘important for the future of financial advice’

Majority believe the technology they use could be upgraded