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News
‘A document library you cannot query while advising is just a warehouse’
2+ hour, 7+ min ago (48+ words) FT Adviser Adviser knowledge is often locked in storage which cannot be searched, adding hours of admin on to advisers’ days, according to Alan Gurung, CEO of AdvisoryAI. Read the full story with a free account...
AI behind spreadsheets for usage and usefulness, Boring Money finds
2+ mon, 4+ day ago (59+ words) FT Adviser AI behind spreadsheets for usage and usefulness, Boring Money finds follow us on social Artificial intelligence is only the seventh most commonly used source of financial information and guidance among investors and savers, research from Boring Money has…...
Adviser programme to address gap ‘between awareness and action’ on AI
2+ mon, 1+ week ago (251+ words) A six-month programme for financial advisers aims to prepare them for technology and AI transformation. TechForward, launched by TFAS Compliance Services, will be made up of events, research, and practical guidance to support advisers facing rising operational costs, consumer duty…...