While there may be challenges to deal with down the line, a new report for Financial Planning Today Magazine found that at present, most Planners do not feel threatened by AI.
Read more ...Consumer Duty to 'speed up' adoption of AI by advisers
- Wednesday, 03 January 2024
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The Consumer Duty could lead to a ramp up in the number of financial advisers adopting AI and machine learning in 2024, according to fintech Origo.
Read more ...Comment: What Paraplanners can learn from rugby
- Wednesday, 03 January 2024
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In the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.
Read more ...£1.3bn lost to unclaimed pension tax relief
- Wednesday, 03 January 2024
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Britons have lost out on £1.13bn of pension tax relief in the five years to 2020/21, according to Hargreaves Lansdown.
Read more ...Evelyn launches Planner training graduate scheme
- Wednesday, 03 January 2024
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Financial Planner and wealth manager Evelyn Partners has launched a Financial Planning graduate programme.
Read more ...Womens' finances under growing pressure
- Tuesday, 02 January 2024
- Articles
Womens' finances are coming more under pressure as the cost-of-living crisis has disproportionately impacted their ability to withstand the potential impacts of a recession, according to a new study.
Read more ...Co-founder of Norwich Planner SGWM dies at 61
- Tuesday, 02 January 2024
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Stephen Girling, managing director and co-founder of Norwich-based Financial Planning firm SG Wealth Management, has died at home.
Read more ...Aviva CEO made a Dame in New Year Honours
- Tuesday, 02 January 2024
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Amanda Blanc, the group CEO of Aviva, has been made a Dame in the New Year Honours list for “services to business, to gender equality and to net-zero.”
Read more ...Vanguard opens office in Manchester
- Friday, 29 December 2023
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Major US-owned fund manager Vanguard, one of the world’s largest investment firms, has opened a new office in Manchester.
Read more ...24 new Premium Bond millionaires created in 2023
- Friday, 29 December 2023
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