Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
tech
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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
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Consumer Duty Alliance launches tool to help advisers meet FCA requirements
Teamed with tech platform Model Office
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Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
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Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’
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ARC: CIO sentiment to risk assets turns positive
Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift
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Three things advisers should know about KI EIS
KI EIS target companies focused on research and development
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Downing’s Evan-Cook: Investors shouldn’t ditch multi-asset funds despite cash rally
Simon Evan-Cook weighs in on cash versus multi-asset performance