Technology

Planbot launched by former adviser duo

AI firm launched wealth management plug in in US adviser space

Rises from 29% to 60%, SOTAN findings reveal

Avaloq survey

While transformative AI is just a tool – to be used by people, for people

Had combined Instagram following of 4.5 million

‘Bolting on chatbots won't work - rebuild from scratch’

AdvisoryAI and Time4Advice Curo early adopters

'Platform providers need as much input as they can get if they want to stay ahead of the curve'

'Generative AI introduces considerations that sit outside traditional criteria'