Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February
Technology
-
-
Treasury AI in financial services inquiry ‘an opportunity’ for advisers
Provision of financial advice is already being impacted by AI
-
The Lang Cat rolls out platform switching tool
Assists in demonstrating fair value and client suitability
-
Schroders CIO: DeepSeek AI disruption highlights need for resilient portfolios
US markets took a tumble on Monday as the DeepSeek news filtered through
-
Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
-
Thistle Initiatives launches platform migration tool for advisers with built-in compliance
Firm says it will significantly cut the time taken to migrate assets
-
Head to head: US small caps, big growth
Neil Birrell of Premier Miton and Artemis’s Olivia Micklem debate the merits of investing in US small caps
-
Mabel Insights teams with Oxford Risk to roll out portfolio comparison tool
Tool includes all risk-mapped funds and portfolios from Oxford Risk
-
ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
-
Downing’s Evan-Cook: How advisers can tackle the dual threat from AI
The fund manager deals with the elephant in the room
-
Nine in 10 advisers say capital gains tax becoming greater concern
HMRC data shows a 36% increase in people liable for CGT since 2019/20
-
‘Generational divide’ between seasoned advisers and newcomers
‘Succession planning in an age of employees’ is the first of two reports