Technology
What can wealth firms do to create customer controlled experiences?
A few key areas warrant attention.
Retirement | 3 Mar 25
Origo launches ‘real-time’ few clicks pension tracking for advisers
The Origo Transfer Service accounts for around 80% of all DC pension transfers in the market
Technology | 25 Feb 25
Half of UK financial services firms yet to develop AI strategy
Only a quarter of business leaders are actively prioritising investment in data improvements
Regulation | 19 Feb 25
SFC unveils roadmap for Hong Kong’s ‘global virtual asset hub’
12 major initiatives will enhance security, innovation and growth of its virtual asset market
Fidelius rebrands amid plans to rapidly double AUM
It is on track to become a top 20 IFA by size within next few years