Technology
Financial planning | 17 Sep 24
Collidr launches portfolio assistant technology for advisers
Collidr Technologies uses its proprietary AI technology to deliver investment portfolio solutions to the investment community
Arta Finance gets EDBI investment to expand international wealth footprint
Arta is founded by ex-Google executives and jointly headquartered in the US and Singapore
Financial planning | 10 Sep 24
Paraplanners increasingly positive on potential of AI
More than two-thirds believe that there should be an independent body setting long-term policy for pensions and investments
North America | 15 Aug 24
Managing technology needs remains one of advisers’ ‘greatest’ practice challenges
Just half of advisors are satisfied with the training and support they receive
Singapore-based insurtech company Staple signs ‘major contract’ with Isle of Man commercial provider
Staple is the AI copilot for document processing, automation, and analysis




