Dynamic Planner rolls out agentic AI service
Designed to enable advisers to serve more clients
artificial intelligence
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Two thirds of professional investors planning to up infrastructure exposure
Asset class seen as ’emerging megatrend’
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Vanguard: Over half of advisers are using AI for non-administrative tasks
Respondents also identified consumer duty as a key challenge for businesses
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Most advisers open to AI agents in their back office but not managing money
Familiarity with agentic AI is still ‘patchy’
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It pays to pay attention… to a broader set of data
A drive to the airport reminds Albemarle’s Fahad Hassan of the importance of checking for blind spots
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Natixis finds advisers ‘still optimistic about growth’ as AI adoption rises
Three in four advisers believe the AI trade ‘still has a long way to run’
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Openwork: Nine in 10 advisers expect AI to impact client relationships
Inaugural ‘Openwork Pulse’ survey
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FundCalibre’s McDermott: Investing in a fractured world
Ferris Bueller was not wrong, life does move pretty fast
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Dynamic Planner rolls out raft of AI services for advisers
Firm set out plans to help ‘close the advice gap’