Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
But 54% see AI as both an opportunity and a threat
It will help IFAs identify clients’ sustainability preferences
To expand its ability to offer both digital and hybrid advice to the global wealth market
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
It is now available to advised clients
As Evelyn Partners launches digital hybrid platform to boost its financial wellbeing offering
Solution will look to cut admin time down from hours to minutes
This is the first phase of the project between the two companies
‘New generation of investor is already here and they are looking at what is on offer’
IFAs will have access to a range of funds around private equity, private credit, real estate and venture capital
In a bid to help the company ‘develop the future of financial planning CRM’
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’