RSMR acquired by Fintel in its ninth acquisition in a year
The fund research agency will become part of Defaqto
Fintech
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Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
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EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences
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GBST acquires financial planning software solution
To expand its ability to offer both digital and hybrid advice to the global wealth market
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Advice tech market lacks ‘effective collaboration and integration’
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
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Fintech firm joins forces with Options UK to roll out digital Sipp
It is now available to advised clients
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Charles Stanley rolls out financial coaching service
As Evelyn Partners launches digital hybrid platform to boost its financial wellbeing offering
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Aveni unveils AI platform for financial advice firms
Solution will look to cut admin time down from hours to minutes
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Fintech firm partners with AIB Life to launch hybrid advice solution
This is the first phase of the project between the two companies
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73% of Brits believe ChatGPT could give reliable financial advice
‘New generation of investor is already here and they are looking at what is on offer’
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Global fintech firm unveils private markets wealth hub
IFAs will have access to a range of funds around private equity, private credit, real estate and venture capital
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Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’