Consumer Duty to 'speed up' adoption of AI by advisers
- Wednesday, 03 January 2024
- Articles
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...Defaqto launches Consumer Duty Profiles for MPS
- Tuesday, 19 December 2023
- Articles
Fintech and data provider Defaqto has unveiled new independent Consumer Duty Profiles for the top 20 most-frequently recommended discretionary MPS portfolios.
Read more...FinCalc adds goals tools to Cashflow software
- Wednesday, 13 December 2023
- Articles
Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product.
Read more...Seccl and Moneyinfo partner to improve integration
- Friday, 24 November 2023
- Articles
Fintech Moneyinfo, which provides client portals for financial advisers and wealth managers, is to launch an improved client onboarding integration with Seccl, the Octopus-owned embedded investment platform.
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