Adviser

Insights | 27 Jul 26

Advice off the beaten track: Northern Portugal  

International Adviser talks to Portugal-based financial adviser Stephen Rankine

Data Analysis working with robot ai intelligence technology in Business Analytics and Planning Workflow Management System to make report with KPI connected to database. Corporate strategy for finance.

Investment | 27 Jun 24

Marlborough makes ‘substantial’ investment in Clever Adviser Technology

Marlborough takes ‘significant’ minority stake in Clever, which is a pioneer in the creation of quantitative analysis-driven fund selection and asset allocation services for financial planners in the UK.