Latest news
Quilter develops AI tool for advisers with tech specialist Aveni
Aveni Assist has been deployed to all advisers across the Quilter network to enable them to record, transcribe and summarise client meetings
Novia Global: A brief guide to what makes a platform a winner
Steve Andrews, CEO of Novia Global, says the way platforms frame their appeal is overly long, overcomplicated and overwhelming
Transact to launch flexible reversionary trust amid adviser demand for IHT solutions
Transact said it has seen increased interest in both onshore and offshore bonds and trust planning from advisers
ValidPath parent appoints CTO to lead AI innovation
He will lead the delivery of Rimbal’s technology roadmap and scale up the technological infrastructure that powers ValidPath
Latest news | 23 Mar 26
Quilter: Investors’ support for green transition not translating into action
Research shows disconnect between investors’ green goals and product selection