NextWealth’s Heather Hopkins: AI makes financial planning more fun
Industry uptake is still relatively low, explains the NextWealth MD and founder
Technology
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Charles Schwab rolls out thematic investing service in the UK
45 curated thematic areas
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FCA AI service will ‘enhance client trust’ in the technology
A regulated testing service will provide a ‘safety net’
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FCA to launch AI testing service
Open to feedback on the plans until 10 June
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Only one in three advisers view in-person new client meetings as essential
22% of clients live more than an hour away from their adviser
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Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process, enhancing compliance efforts and improving marketing and lead generation
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Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
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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