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Top News In Advice Through Technology Today - Breaking & Trending Today

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 ....

United Kingdom , Richard Knights , Advice Through Technology , Empowering Advice Through Technology , Consumer Duty ,

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”. ....

United Kingdom , United States , Brian Edelman , Las Vegas , Mark Whitcroft , Advice Through Technology , Technology Tools For Today , Exchange Commission , Empowering Advice Through Technology , Technology Tools , Protection Guru Pro ,

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 ....

United Kingdom , Hong Kong , City Of , Katherine Carnegie , Oliver Bourke , Cryptocurrency Exchange , Advice Through Technology , Virtual Asset Service Provider , Morning Briefing , Mercury Wealth Management , Empowering Advice Through Technology , Financial Planning Week , Canada Life , Financial Times ,

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 ....

City Of , United Kingdom , Andrew Moore , Oliver Bourke , Advice Through Technology , Mercury Wealth Management , Empowering Advice Through Technology , Goodmans Financial Planning ,

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% ....

Ian Mackenna , Advice Through Technology , Financial Technology Research Centre , Empowering Advice Through Technology , Robin Walker ,