Schroders Personal Wealth hires new CTO
- Wednesday, 19 October 2022
- Articles
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).
Read more...Letter of authority delays frustrate Planners
- Tuesday, 20 September 2022
- Articles
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.
Read more...Planner adoption of new tech stalls
- Tuesday, 20 September 2022
- Articles
Financial Planner’s interest in making changes to their technology stack has stalled, according to a new report.
Read more...SJP upgrades financial crime defence
- Thursday, 15 September 2022
- Articles
Wealth manager and Financial Planner St James’s Place (SJP) has upgraded its financial crime defences with an Artificial Intelligence (AI) solution.
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