Technology
Financial planning | 4 Dec 24
Third Financial launches customisable mobile app
Nucleus acquired Third Financial earlier this year
Holborn Assets expands its digital footprint into Asia
The aim is to boost client engagement and provide valuable insights tailored to the local market
Investment | 19 Nov 24
Four fifths of asset and wealth managers say AI will fuel revenue growth
Global AUM to hit $171trn by 2028, with alternatives leading the way
Tax & Regulation | 14 Nov 24
EV adds inheritance tax functionality to its financial planning tool
The new feature provides advisers with an IHT liability illustration
Technology | 12 Nov 24
AI beats ESG for impact on adviser businesses
The research points to advisers worrying about rising competition from AI