Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
Technology
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Gold soars, tech slumps: What happened in markets in March?
Eight of the top 10 funds for the month were gold and precious metals funds
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Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
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Collidr rolls out ‘AI-driven’ MPS range for advisers
Options include Strategic Index, Enhanced Index, Hybrid, Active, Income, Responsible and Decumulation
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Dynamic Planner adds Aubrey Citadel Fund
Part of a £65m strategy managed by Jon Gumpel
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P1 Investment Services appoints investment account manager from ebi
James Fouche will aim to build the firm’s relationships with advisers
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Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February
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Treasury AI in financial services inquiry ‘an opportunity’ for advisers
Provision of financial advice is already being impacted by AI
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The Lang Cat rolls out platform switching tool
Assists in demonstrating fair value and client suitability
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Schroders CIO: DeepSeek AI disruption highlights need for resilient portfolios
US markets took a tumble on Monday as the DeepSeek news filtered through
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Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
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Thistle Initiatives launches platform migration tool for advisers with built-in compliance
Firm says it will significantly cut the time taken to migrate assets