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How one wealth tech helps advisers serve the high-net-worth

UK-based wealth technology platform Vega was set up to provide technology so advisers can serve the next generation of high-net-worth (HNW) individuals, its founder and chief executive Alexis Augier explains…

AdviserSoftware com launches largest industry-wide survey on the Hybrid Advice market in 2023 – highlights key challenges

AdviserSoftware com launches largest industry-wide survey on the Hybrid Advice market in 2023 – highlights key challenges
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Blurred lines: Platforms and advice tech roles begin to fade

Advice practices are relying on platforms to offer more services than just investment management according to research from Investment Trends and Finura Group. This shift could have broader implications for the tech market which is already seeing increased competition servicing a diminishing number of advisers.

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