Technology

‘Sophisticated investors want more advanced solutions’

Record outflows plague advised platforms in 2023

Wealth managers view their current technology systems as outdated

'Too early' to tell how AI will be used in wealth management

Paraplanners outline role of technology in their profession

Fintel urges advisers to look at new areas of growth as ‘world is changing’

Technology is ‘important for the future of financial advice’

Majority believe the technology they use could be upgraded

Virtual meetings are likely to remain an important channel for advisers

Industry in the foothills of something ‘really quite special’