Technology
Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year
How digital transformation is impacting Japan’s wealth industry
Companies are being ‘forced’ to be ‘attentive’ with their tech plans
Ardan International unveils online application system
Platform says it is a ‘real game-changer for advisers’
Best Practice | 5 Sep 23
Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat