Advisor Core News Today

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

Artificial intelligence (AI) has significantly changed how many advisers are thinking about technology and its future in their businesses. That said, so far, beyond automating communication functions, most current adviser AI services in the UK lack a transformational case.

The travel-recommendations company posted a strong earnings report.