Is AI revolutionising financial planning? With artificial intelligence (AI) dating back to the 1950s, the technology is nothing new in…

A look at whether the most money possible is all clients care about Hope Coumbe delves into an adviser’s recent…

By: Arif Husain, Head of International Fixed Income and Chief Investment Investment Officer, TRowePrice Even after the late-year “Santa” rally,…

Nextwealth has published a report titled Future of Financial Advice Consultancy Nextwealth has identified five significant shifts in the financial…

Institutional investors urged to play a more proactive role in boosting the UK stock market A British ISA could create…

Wealth managers view their current technology systems as outdated Wealth managers are either dissatisfied with or indifferent to their current…

In 2023, passive fund net assets eclipsed those in active funds for the first time ever Passive investing has been…

Andrew Goodwin continues his columns for Professional Adviser with a look at the world of adviser tech and argues its…

The role of a call center agent or customer service representative (CSR) is often known for its rigid schedules, repetitive…

A recent survey from Professional Pensions showed 17% of pension experts think Artificial Intelligence (AI) will revolutionize the industry a…