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2024 could be tipping point for type of platforms IFAs use

Leading providers today are taking a measured approach to AI so that its power is used to improve efficiency

Ian McKenna: What trends are leading the battle of the tech?

A key part of EATT is the “battle of the tech” sessions, where 16 different software vendors present their propositions in eight minutes or less, with four achieving “best in show”. 

The Morning Briefing: Söderberg & Partners takes stake in Fidelius; cashflow modelling needs regulation

Good morning and welcome to your Morning Briefing for Friday 19 January 2024. To get this in your inbox every morning click here. Söderberg & Partners takes stake in Fidelius Söderberg & Partners has continued to increase its footprint in the UK advice space by taking a significant minority stake in financial

Cashflow modelling needs to be regulated

There should be a degree of regulation around cashflow modelling. That was the message from Mercury Wealth Management managing director Oliver Bourke at the Empowering Advice Through Technology (EATT) conference in London yesterday (18 January). When debating the evolution of cashflow modelling and what the future

Education system still failing consumers

The education system is still failing consumers, Financial Technology Research Centre (FTRC) director Ian MacKenna has said. McKenna was speaking at the annual Empowering Advice Through Technology (EATT) conference taking place at the Pullman hotel in Euston today (18 January). He pointed to research that shows 55%

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