Aegon beefs-up pensions tool for advisers
Three new sections added
tech
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Downing’s Evan-Cook: How advisers can tackle the dual threat from AI
The fund manager deals with the elephant in the room
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Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
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AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
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Plannr Technologies and Transact team-up on income statement service
Aiming to “supercharge the efficiency of financial advisers”
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Premier Miton’s Birrell discusses risks of ‘benign’ market
Neil Birrell talks market complacency and bond exposure
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Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
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More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services
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A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less
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Diversity Project lays out third year of Pathway Programme
Programme will add track for traders and an AI and Investing Technology theme
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The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
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‘Expensive’ India and tech sectors top monthly fund performance charts
While climate and energy transition funds suffered