Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
Technology
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FCA’s Mills welcomes ‘feast of frogs’ as advisers make Consumer Duty progress
Speech made to mark one year anniversary
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Head to head: All eyes on Europe this summer
Tyndall Partners’ James Sullivan and Fidelity’s Marcel Stotzel on the outlook for European equities
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Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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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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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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Using AI in wealth management: Best practices
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI
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FE Fundinfo enters strategic partnership with GPTadvisor
The new partnership will use generative AI to enhance productivity and efficiency
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Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
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UK retail investors increasingly trading in US-listed single stock ETPs
GraniteShares survey found that 34% of retail investors plan to use ETPs in the year head
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How AI can enhance investment strategies
Daniele Grassi, co-founder and CEO of Axyon AI, lays out how artificial intelligence is helping money managers