AI
Planning Tools | 4 Jun 25
13 questions for SOFI…and the AI answers
mallowstreet sees continued AI adoption needs in the advice industry, where those who do not conisder using such tools are likely to fall further behind in future.
Technology | 25 Feb 25
Half of UK financial services firms yet to develop AI strategy
Only a quarter of business leaders are actively prioritising investment in data improvements
Technology | 12 Nov 24
AI beats ESG for impact on adviser businesses
The research points to advisers worrying about rising competition from AI
US-headquartered AI wealth platform backed by top asset managers launches in India
The platform has also added a strategic investment from DSP Group
Five ‘significant shifts’ in financial advice to expect by 2028
Nextwealth has published a report titled Future of Financial Advice