Technology
AI: Invisible or not…
As it is becoming increasingly used in the advice process
Still major disparities in financial advice access, Intelliflo reveals
As CEO pushes use of technology to reduce gaps
Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO
Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value