Technology

Enabling firms to extend advice and investment services to a broader range of clients

Headed towards a ‘record-breaking year’

AI viewed as both an opportunity and risk by compliance officers

One client was unable to complete £400,000 pension transfer for over two months

Taking the ‘eh?’ out of AI

Exclusive: Tech firms aim to connect the full advice journey

Advice business owners reveal if they have considered introducing an app

'It's a fundamental upgrade to the client area of the platform'

AUM and customer numbers both up 19% in the year

Pledges 90% cost to serve reduction