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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 Sivajoti , Morningstar Investment Conference , Nextgen Planners , Nextgen Planners , Artificial Intelligence , Morningstar Investment Conference ,

PA360: Advisers urged to harness TikTok as attention spans decline

Advisers have been called to use social media apps such as TikTok to enhance their engagement strategies with younger clients. ....

United Kingdom , Anastasia Georgiou , Anastasia Georgiou , Rohan Sivajoti , Pa360 2024 ,

'Everything gets better' — why D&I in advice recruitment matters

'Everything gets better' — why D&I in advice recruitment matters
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.

Gretchen Betts , Rebecca Timmins , Jon Dunckley , Rohan Sivajoti , Nick Elston , Charlotte Phillips Lynn , Consulting Group , Nextgen Planner Supernova , Gen Planners , Financial Planning , Questioning Normal , About Consulting Group ,

NextGen Planners valued at £5m as it opens crowdfunding

NextGen Planners has opened a share sale on crowdfunding platform Seedrs this morning, with the young adviser-focussed group receiving a valuation of £5m. ....

Rohan Sivajoti , Your Profession ,

NextGen Planners opens share sale | Money Marketing

Financial planning support community NextGen Planners has opened a share sale on the Seedrs crowdfunding platform ....

Rohan Sivajoti , Nextgen Planners ,