Achieving an extra 41% advice capacity
What Dynamic Planner’s agentic platform could mean for your practice, now and in 2027 Capacity:...
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Author: Ian McKenna
AdviceTech Forum (May) – Using automation to make it easier to deliver advice, as well as moving platform assets
AdviceTech Forum (May) – Using automation to make it easier to deliver advice, as well as...
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Lessons from Claude – Getting the best for Claude Cowork
Explore practical lessons on getting the best from Claude AI, with honest tips on prompts, constraints, and supervision for more reliable results.
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AdviceTech Forum April – Goal-Based Planning
AdviceTech Forum April – Goal-Based Planning The April meeting of the AdviceTech Forum...
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A big step forward for better data, but adviser failure to embrace data aggregation may see banks take advantage in the advice market
The FCA’s Open Finance roadmap could reshape advice—banks have the data advantage unless advisers act fast on aggregation and smart data.
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