Advisers risk losing out on £50bn if they fail to adapt to younger clients’ preference for AI
New API connection to reduce manual admin for financial advisers
Analyser update to support evidencing platform switches
Former Progeny CTO warns cyberattacks increasing while advice firms remain complacent
Advisers ‘not aware’ how much they can do with tools they already pay for
Tim Thompson Rye warns advice platforms must embrace digital transformation
‘A tech team can look at the most important problems your firm needs to solve’
Upskilling is vital, conference hears
The technology ‘should be seen as a massive area of growth’, delegates told
Founder Neil Moles moves into non-exec and president role