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  • Plannr adds AI assistants to CRM

    Fintech Plannr has launched an integration with AI platform for financial advisers Advisory AI.

  • 2 in 3 Financial Planners utilising AI

    Two in three Financial Planners are using artificial intelligence (AI) tools or are planning to within the next 12 months, according to a new report.

  • FCA uses technology to be more 'user-friendly'

    The FCA is embracing technology to help it be more “user-friendly” by reducing regulatory burdens and adopting a more dynamic approach to supervision and authorisation.

  • 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.

  • Voyant's Bob Freeman

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

  • John Bridge of Cirencester Friendly

    Cirencester adds online chat facility to provide 'instant' comms

  • the KPMG report

    Huge industry shake-up and lesser face-to-face adviser role predicted

  • Wealth firms among companies failing Google test

  • FCA headquarters

    FCA: Help us tear down obstacles to innovation

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

  • Screenshot from the Apple Watch app

    Apple Watch app aims to make saving and investing easier

  • Bob Freeman, Voyant UK chief operating officer

    Financial Planning tool for iPhones launched by Voyant

  • The company website

    New firm to be ‘financial adviser in a pocket’ for young

  • Feature from latest Financial Planner magazine

    Financial Planners: The key to a good CRM system

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