Fintech
Financial planning | 20 Jun 24
Innovate Finance to distribute CISI’s Certificate in Ethical AI to its membership
The certificate will become available to Innovate Finance members on 1 July 2024
Aviva and FNZ partnership add new ‘state-of-the-art’ adviser tools to platform
The new adviser tools will include a digital adviser access and workflow tool for Aviva’s asset transfer service
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
EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences
GBST acquires financial planning software solution
To expand its ability to offer both digital and hybrid advice to the global wealth market