Technology
Best Practice | 5 Sep 23
Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
Aussie tech firm launches paraplanning software for advisers
To facilitate ‘seamless delivery of external paraplanning and administrative services’
Are clients using investing tools to their advantage?
Morningstar’s Samantha Lamas discusses how tech needs to be utilised better
What is the future of platform tech?
‘International platform space is notably ripe for further disruption’
EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences