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  • Investors lose £25m to 'screen sharing' scammers

    An FCA survey found that 47% of investors would not see a request to use software of an app to access their device as a red flag.
  • Investment Association launches lost assets tool

    Chris Cummings, CEO of the Investment Association, said a quick check can reunite consumers with long forgotten investments
  • FinCalc adds two-way integration with Iress Xplan

    FinCalc's website
  • Planner firm launches open banking-powered app

    The Academy of Life Planning is a global network of non-intermediating Financial Planners.
  • FNZ invests in ESG impact data firm

    FNZ's HQ
  • Fidelity launches AI-driven software for Planners

    Jackie Boylan, head of Fidelity Adviser Solutions
  • Evelyn adds tech specialist to board in digital push

    Kjersti Wiklund
  • SJP upgrades financial crime defence

    The addition of the financial crime AI-enhanced solution is the latest in a series of technology updates for SJP.
  • Planner adoption of new tech stalls

    Only 13% of financial advisers are planning on making technology changes in the next 12 months.
  • Letter of authority delays frustrate Planners

    he Langcat interviewed 40 Financial Planners and supplemented this with an online survey of 146 financial advice firms
  • Schroders Personal Wealth hires new CTO 

    Schroders Personal Wealth
  • EV adds automated MPS links to Financial Planning tool

    EVPro's modules
  • Embark enhances its adviser platform

    Jackie Leiper, Embark chief executive
  • Technology costs rise ahead of Consumer Duty

    Investment in technology is rising
  • FCA plans to regulate AI and big tech

    FCA HQ
  • Fintel acquires Competent Adviser

    Fintel's website
  • Verve Group launches back-office solution

    Cathi Harrison, chief executive of The Verve Group
  • Accountancy body adds referral platform for Planners

    ICAEW website
  • SIPP provider Alltrust launches white-label platform

    Alltrust's website
  • 2 in 3 investors would use AI for investment advice

    Investors in Europe and Asia were more receptive to the use of AI than those in the UK.

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