Technology
Five ‘significant shifts’ in financial advice to expect by 2028
Nextwealth has published a report titled Future of Financial Advice
Mabel Insights partners with Intelliflo on adviser app
App accessible to all Intelliflo customers as an integrated feature
Fintel buys Owen James Events as acquisition spree continues
It is the sixth company acquired by Fintel in the past year
Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes