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Wealth managers view their current technology systems as outdated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’
Delegates heard platforms are ‘overpriced for what they deliver’