Financial Planner and wealth manager Tavistock is planning to become an 'industry disruptor' after completing its £6m acquisition of Lifetime Financial Management today in a move it says will help roll out its AI and hybrid advice ambitions.
Financial Planner and wealth manager Tavistock Investments is to launch a new hybrid advice service using AI technologies to reach many more people and lower the cost of advice.
New research from industry data provider Defaqto has revealed that four hybrid advice 'trailblazers' are beginning to help bridge the pensions advice gap.
Wealth manager and Financial Planner Quilter has acquired app-based fintech NuWealth to open up new opportunities in hybrid digital advice.