Fintech
Best Practice | 5 Sep 23
Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences
GBST acquires financial planning software solution
To expand its ability to offer both digital and hybrid advice to the global wealth market
Advice tech market lacks ‘effective collaboration and integration’
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
Fintech firm joins forces with Options UK to roll out digital Sipp
It is now available to advised clients