Technology
Best Practice | 6 Mar 20
Technology is not a one-and-done solution for advisers
And spending millions on due diligence in terms of time and resources is ‘frankly ridiculous’
Fintech firm strengthens wealth management offering
It hopes acquisition will help the business ‘enhance’ client experience
What do international advice firms want from platforms?
Hint: it is more than just low fees
Platform unveils AI tool for UK and international operations
It will examine certain client behaviour patterns that indicate a need for financial advice
UK regulator says tech tools aren’t a ‘silver bullet’
‘Miscalibration’ and a lack of due diligence ‘can lead to very poor outcomes’