Planner adoption of new tech stalls

Financial Planner’s interest in making changes to their technology stack has stalled, according to a new report.

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SJP upgrades financial crime defence

Wealth manager and Financial Planner St James’s Place (SJP) has upgraded its financial crime defences with an Artificial Intelligence (AI) solution.

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Evelyn adds tech specialist to board in digital push

Financial Planning and wealth management firm Evelyn Partners has added technology specialist Kjersti Wiklund to its board as part of its digital innovation drive.

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Fidelity launches AI-driven software for Planners

Retirement and investment provider Fidelity International is to launch an artificial intelligence-driven Financial Planning software tool for UK advisers.

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