Schroders Personal Wealth, the joint venture Financial Planning arm of Schroders and Lloyds Bank, has appointed Graham Bastin as its new chief technology officer (CTO).

Delays in getting responses to letters of authority (LOA) and transfers are causing a headache for Financial Planners who are seeing client engagement levels drop as a result, according to a new report.

Financial Planner’s interest in making changes to their technology stack has stalled, according to a new report.

Wealth manager and Financial Planner St James’s Place (SJP) has upgraded its financial crime defences with an Artificial Intelligence (AI) solution.