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  • Tech savvy advisers outperforming rivals

    Financial advice firms fully embracing technology generate more revenue and have more assets under advice and clients than low adoption rivals.

  • Accenture acquires Altus consultancy arm

    Professional services giant Accenture has acquired technology consultancy firm Altus Consulting from Equisoft for an undisclosed sum.

  • 4 in 5 finance professionals using AI-enabled software

    Four in five finance professionals (85%) are already using AI-powered Financial Planning and analysis software, according to a new survey.

  • FCA launches Lab to help firms implement AI solutions

    The FCA has launched an AI Lab to help the firms it regulates build and implement artificial intelligence solutions.

  • Clients want wealth managers to use technology

    Investors would consider switching from a wealth manager that doesn’t modernise and embrace new technology, according to new research.

  • Higher earners want more mobile access from advisers

    Higher income earners were more likely to want to track their finances and communicate with their financial adviser via mobile applications than lower earners, according to new research.

  • Generational divide between Planners’ use of tech

    Financial Planning firm owners see a clear generational divide between themselves and younger advisers on technology and social media, according to a new report from adviser platform Wealthtime.

  • Planning tech firm Voyant reports 520 firms on board after 3 years

    Voyant's Bob Freeman
  • Cirencester adds online chat facility to provide 'instant' comms

    John Bridge of Cirencester Friendly
  • Huge industry shake-up and lesser face-to-face adviser role predicted

    the KPMG report
  • Wealth firms among companies failing Google test

  • FCA: Help us tear down obstacles to innovation

    FCA headquarters
  • 'Advisers must cater for HNW clients with mobile access'

  • Apple Watch app aims to make saving and investing easier

    Screenshot from the Apple Watch app
  • Financial Planning tool for iPhones launched by Voyant

    Bob Freeman, Voyant UK chief operating officer
  • New firm to be ‘financial adviser in a pocket’ for young

    The company website
  • Financial Planners: The key to a good CRM system

    Feature from latest Financial Planner magazine
  • Chartered Financial Planners: This tech boosts our business

    Pete Matthew
  • Origo MD Paul Pettitt to retire after 28 years

    Origo MD Paul Pettitt
  • 1 in 3 advisers expect to use platforms for more business

    Aegon HQ
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