comparemela.com

Nextgen Planners News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Financial professionals must be ahead of AI curve , PFS insists

Financial professionals must be ahead of AI curve , PFS insists
moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

Adam owenDaniel williamsMorgan williams coPersonal finance societyMorgan williamsNextgen planners

AI adoption not a must for advice industry but it can leverage services

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.

Rohan sivajotiMorningstar investment conferenceNextgen plannersNextgen plannersArtificial intelligenceMorningstar investment conference

Small advice firms urged to build a technology network

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.

Nextgen planners podcastNextgen plannersDerek gardiner

Lack of technology available when it comes to slow money

There is a lack of technology available when it comes to ‘slow money’, according to Wealthstak chief executive Vincent Heys.

Nextgen planners

Advisers need to find their technology superpower

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.

Nextgen plannersIncent heys

vimarsana © 2020. All Rights Reserved.