Four in five finance professionals (85%) are already using AI-powered Financial Planning and analysis software, according to a new survey.
Read more ...4 in 5 finance professionals using AI-enabled software
- Thursday, 07 November 2024
- Articles
Investors pull £2.4bn from equities in September
- Thursday, 07 November 2024
- Articles
Retail investors pulled £2.4bn in net outflows from equities in September due to uncertainty around the Autumn Budget, according to the latest data from the Investment Association.
Read more ...FCA promises to cut Consumer Duty duplication and confusion
- Thursday, 07 November 2024
- Articles
The FCA has given one of its strongest hints yet that reform of the Consumer Duty is on the way and what direction it might take.
Read more ...ASHL sells off LYNC Wealth Management
- Wednesday, 06 November 2024
- Articles
National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
Read more ...Industry reacts to Trump victory with caution
- Wednesday, 06 November 2024
- Articles
Donald Trump’s victory in the US Presidential election could cause volatility in US and global markets, according to Financial Planners and investment professionals.
Read more ...1 in 3 mass affluent savers boosting pension contributions
- Wednesday, 06 November 2024
- Articles
A third (32%) of mass affluent savers between 35 and 54 are planning to increase their pension contributions, according to a new study.
Read more ...One Four Nine acquires Chartered Financial Planner
- Wednesday, 06 November 2024
- Articles
The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.
Read more ...Scottish Widows adds new income protection plan to Exchange
- Wednesday, 06 November 2024
- Articles
Scottish Widows has made its new income protection (IP) product available through the Exchange online quote and buy system used by advisers.
Read more ...Dynamic Planner teams up with Salesforce
- Tuesday, 05 November 2024
- Articles
Financial Planning software provider Dynamic Planner has teamed up with online business management system Salesforce, the AI CRM.
Read more ...Don MacIntyre steps down as interim PFS CEO
- Tuesday, 05 November 2024
- Articles
Personal Finance Society interim chief executive Don MacIntyre has stepped down from his role after more than two years, during which time he faced a challenging time as head of the organisation.
Read more ...