Artificial intelligence

AI agents in financial advice: Opportunity or overreach?

Only 25% of advisers now perceive AI as a threat

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

Clients still lack trust in the technology, Avaloq finds

Firms that adopt technology to save time will improve client experience

‘In reality, paraplanners are essential collaborators, not mere assistants’

AI ‘firmly embedded’ into advice journey but ‘more work needs to be done’

Risk comes in how and where AI is deployed by wealth managers

Regulator launches an ‘AI Lab’

Technology is transforming the landscape of portfolio management