Quilter develops AI tool for advisers with tech specialist Aveni
Aveni Assist has been deployed to all advisers across the Quilter network to enable them to record, transcribe and summarise client meetings
Transact to launch flexible reversionary trust amid adviser demand for IHT solutions
Transact said it has seen increased interest in both onshore and offshore bonds and trust planning from advisers
ValidPath parent appoints CTO to lead AI innovation
He will lead the delivery of Rimbal’s technology roadmap and scale up the technological infrastructure that powers ValidPath
Wealth demand for private credit holds firm despite fresh liquidity concerns
Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit
Latest news | 20 Mar 26
UK passport rule change prompts some expats to rethink British citizenship
Travellers with a different passport will have to provide a certificate confirming right of abode




