Advice Through Technology News Today

Leading providers today are taking a measured approach to AI so that its power is used to improve efficiency

A key part of EATT is the “battle of the tech” sessions, where 16 different software vendors present their propositions in eight minutes or less, with four achieving “best in show”. 

Good morning and welcome to your Morning Briefing for Friday 19 January 2024. To get this in your inbox every morning click here. Söderberg & Partners takes stake in Fidelius Söderberg & Partners has continued to increase its footprint in the UK advice space by taking a significant minority stake in financial

There should be a degree of regulation around cashflow modelling. That was the message from Mercury Wealth Management managing director Oliver Bourke at the Empowering Advice Through Technology (EATT) conference in London yesterday (18 January). When debating the evolution of cashflow modelling and what the future

The education system is still failing consumers, Financial Technology Research Centre (FTRC) director Ian MacKenna has said. McKenna was speaking at the annual Empowering Advice Through Technology (EATT) conference taking place at the Pullman hotel in Euston today (18 January). He pointed to research that shows 55%

Financial advice firms are not utilising artificial intelligence (AI) enough, according to Independent Wealth Planners (IWP) chief information officer Paul Miller.

Paraplanners should become 'data experts' to stand the best possible chance of keeping their jobs. That was the message from FTRC director Ian McKenna when he addressed delegates at the Empowering Advice Through Technology conference today (18 January). McKenna said AI would not completely replace paraplanners, but

Advice firms that do not have a client portal are less valuable to potential buyers than those that do. That was the view of those taking part in a panel discussion on the subject at the Empowering Advice Through Technology (EATT) conference in London today. Research conducted in advance of the conference revealed

Adopting a client portal has the potential to add value to an advice business, Hargreaves Lansdown says.

There was overwhelming support from advisers for the Origo letter of authority initiative and its potential to relieve a real pain point in the advice admin process.