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Technology

Platform innovation: Terry Huddart on Quilter's CashHub

Technology

Platform innovation: Terry Huddart on Quilter's CashHub

CashHub has a broad range of cash savings products

clock 10 December 2024 • 5 min read
Mindset, talent, and culture: How to leverage disruptive technology for growth

Technology

Mindset, talent, and culture: How to leverage disruptive technology for growth

'As important as diverse talent, a collaborative culture is critical'

clock 29 November 2024 • 5 min read
AdvisoryAI unveils adviser app to support in-person meeting note taking

Technology

AdvisoryAI unveils adviser app to support in-person meeting note taking

Advisory AI’s app aims to eliminate manual note taking and transcribe

clock 28 November 2024 • 1 min read
ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Technology

ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

clock 28 November 2024 • 2 min read
FE Fundinfo launches wealth management 'ecosystem' platform

Technology

FE Fundinfo launches wealth management 'ecosystem' platform

Nexus aims to improve data integrity and streamline operations

clock 26 November 2024 • 1 min read
AI 'trust gap' causing uptake of robo-advisers to remain limited

Technology

AI 'trust gap' causing uptake of robo-advisers to remain limited

Clients still lack trust in the technology, Avaloq finds

clock 20 November 2024 • 2 min read
Platform due diligence: A comprehensive approach

Wrap/platforms

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

clock 18 November 2024 • 4 min read
Advice firms only spending 35% of time on client meetings

Technology

Advice firms only spending 35% of time on client meetings

Spending more time on business, compliance and staff development

clock 18 November 2024 • 2 min read
Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Wrap/platforms

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Assets rose to £683bn in best third quarter in three years

clock 15 November 2024 • 4 min read
PFS Conference 2024: AI should augment not replace human element in advice

Technology

PFS Conference 2024: AI should augment not replace human element in advice

Firms that adopt technology to save time will improve client experience

clock 14 November 2024 • 2 min read
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