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It is not a ‘must’ for the advice industry to adopt artificial intelligence (AI) but it can be used to bring efficiencies to the financial planning process and the technology will improve over time, delegates heard.
Smaller advice firms should build a network with other advisers who want to invest and experience in technology, according to Commotion chief technology officer Derek Gardiner.
There is a lack of technology available when it comes to ‘slow money’, according to Wealthstak chief executive Vincent Heys.
Advisers need to be able to identify their ‘technology superpower’ and decide where they want to put their focus, Wealthstak chief executive Vincent Heys says.
The Consumer Duty Alliance (CDA) has announced the launch of an initiative designed to attract new talent into the financial services profession. The New Talent Alliance (NTA) will bring together many of the sector’s leading academies, training organisations, recruiters and qualification bodies. The NTA’s mission is