Tag: IFA
Why the annual review may become a premium service
The annual review is itself under review, and according to WealthTech provider Ortec Finance, the commercial consequences could be profound. The Financial Conduct Authority's consultation...
Why banks re-entering advice could be good for everyone
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...
Ani Tech launches free AI cash flow app for advisors
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...



