Tag: Financial advice

The financial advice industry has spent a decade asking the wrong question. According to analysis from Kidbrooke, the debate over whether automated systems will...

According to Ortec Finance, in today's technology-driven and regulatorily mature environment, the re-entry of high street banks into financial advice could prove to be...

Marloo, the London-headquartered AI partner for financial advisers, has announced a $10m seed funding round aimed at taking the profession beyond what it describes...

Ortec Finance, a global provider of risk and return management solutions, has launched the BETA version of OPAL Targeted Support, a framework built to...

Nearly half of consumers worldwide are now turning to artificial intelligence to inform their savings and investment choices, according to EY, a professional services...

Financial plans built on static assumptions are increasingly struggling to maintain credibility in today's fast-moving environment, according to a new report from Ortec Finance. With...

Ani Tech, the UK-based agentic AI platform for financial services, has launched a free AI cash flow modelling app aimed at transforming how financial...

AI adoption across UK financial services is facing a “reality check”, according to new research from RegTech firm Aveni, which suggests that while enthusiasm...

The UK advice sector is reaching a turning point as long-standing operating models struggle to keep pace with regulatory pressure, shifting client expectations and...

Germany’s fast-growing Affluent segment is beginning to redefine the country’s wealth landscape, creating one of Europe’s most significant opportunities for banks and wealth managers. fincite,...