Technology
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’
The global shift away from transactional advice
Harnessing the technological revolution to deliver better experiences and outcomes for clients