Technology
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Fintech ammonite-ai launches AI-powered Planbot, slashing report writing times for advice firms
Today, ammonite-ai is officially launching Planbot, its AI-powered report writing and file note software aimed at advisers and their businesses. With report…
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Where can AI deliver real value in financial advice? Industry experts share their insights
Throughout the week in our In Focus series, we examine how firms across the financial advice industry are using, and can use,…
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Why we need to move beyond the ‘is AI a threat’ debate and start planning for the future | Opinion from Karen Barrett, Unbiased
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial…
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The AI-driven productivity tide may not lift all boats says PIMCO’s Tiffany Wilding
Tiffany Wilding, economist at PIMCO, warns that while AI-driven productivity has supported US growth and asset prices, the gains are accruing largely…
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How to ensure your digital transformation doesn’t fail
Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear goals and the right…
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PIMFA WealthTech and Morningstar launch AI tech sprint inviting fintechs to showcase wealth solutions
PIMFA WealthTech, and Morningstar, a leading provider of independent investment insights, have launched a new AI Tech Sprint inviting fintech providers to apply to showcase their AI-driven…
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From AI euphoria to AI panic | Count Finance’s Laura Cornely comments on the sharp sell off in Wealth Management stocks
Artificial intelligence has fallen from hero to hazard in record time, says Laura Cornely, Director at Count Finance. After news of the…
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AI threatening wealth managers as share prices drop| Insight from Oxford Risk’s Greg B.Davies
Following the launch of an AI tax tool, shares in many Wealth Management companies took a bit of a pounding on the…
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Dynamic Planner sets out vision to close advice gap by working with firms to unlock their trusted advice at scale
IFA Magazine’s Jenny Hunter and Meg Bratley are at Dynamic Planner’s annual conference today, entitled ‘Unlocking Trusted Advice’. As part of the…
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intelliflo launches intelliflo IQ to transform adviser efficiency and client engagement
intelliflo, the leading cloud-based technology platform for financial advisers, has today launched intelliflo IQ, its first suite of AI and algorithmic tools…
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