Platforms
How AI can be a useful tool for financial advice businesses
Platform says it has been ‘quietly developing and strengthening’ machine learning
Should financial advisers use fewer platforms?
As 59% say that is one of their long-term aims
Pension dashboard provider sets up in the UK
Company already operates in South Africa and Namibia
Most advice firms ‘don’t want to be a platform’
Morningstar Wealth’s Mark Sanderson says it is hard enough just being an adviser
Offshore advice market can become ‘leader’ on global stage
Morningstar Wealth’s Mark Sanderson says he is ‘really optimistic’ about the international space