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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.