Planner adoption of new tech stalls
- Tuesday, 20 September 2022
- Articles
Financial Planner’s interest in making changes to their technology stack has stalled, according to a new report.
Read more...SJP upgrades financial crime defence
- Thursday, 15 September 2022
- Articles
Wealth manager and Financial Planner St James’s Place (SJP) has upgraded its financial crime defences with an Artificial Intelligence (AI) solution.
Read more...Evelyn adds tech specialist to board in digital push
- Monday, 12 September 2022
- Articles
Financial Planning and wealth management firm Evelyn Partners has added technology specialist Kjersti Wiklund to its board as part of its digital innovation drive.
Read more...Fidelity launches AI-driven software for Planners
- Friday, 27 May 2022
- Articles
Retirement and investment provider Fidelity International is to launch an artificial intelligence-driven Financial Planning software tool for UK advisers.
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