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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

Asia | 11 Sep 24

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

Asia | 15 Aug 24

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

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.