Platforms
Should advice firms set up in-house investment platforms?
Developing and maintaining one can be ‘expensive’
Investment platform joins forces with wealth tech firm
As it continues its campaign against fragmented technology in the advice sector
UAE savings platform raises over $1m
Funding will be used to support the firm’s expansion plans
Philip Salter named chairman of IFGL Pensions
He was previously at the Financial Conduct Authority
How AI can be a useful tool for financial advice businesses
Platform says it has been ‘quietly developing and strengthening’ machine learning