Consumer Duty pressure will spur one in five adviser firms to change or ditch some of their tech tools in the next 12 months, a new report predicts.

Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.

Schroders Personal Wealth, the joint venture Financial Planning arm of Schroders and Lloyds Bank, has appointed Graham Bastin as its new chief technology officer (CTO).

The FCA has given the green light to two ‘sandbox’ trials to support innovative firms devising new ways to tackle the challenges caused by the Coronavirus pandemic.