Technology
Financial planning | 10 Sep 24
Paraplanners increasingly positive on potential of AI
More than two-thirds believe that there should be an independent body setting long-term policy for pensions and investments
North America | 15 Aug 24
Managing technology needs remains one of advisers’ ‘greatest’ practice challenges
Just half of advisors are satisfied with the training and support they receive
Singapore-based insurtech company Staple signs ‘major contract’ with Isle of Man commercial provider
Staple is the AI copilot for document processing, automation, and analysis
Dutch investment firm Vortex Capital Partners and tech boutique form strategic partnership
TP Tuned was established in 2015 to address the need of large multinationals for a more efficient approach to transfer pricing
Rathbones Group goes live with Iress’ Xplan
Xplan will also be the financial planning platform of choice for Rathbones’ upcoming integration with Investec Wealth & Investment