You wouldn’t hand a new hire the keys and walk away, yet that’s exactly how most companies deploy AI, then wonder why it keeps failing.

Oliver Bourke, managing director at the Durham-based firm, told attendees at the CISI Financial Planning Conference that the industry is moving towards technology firms that do financial planning.

Client base already includes 20% of UK’s top 20 wealth managers while firm plots further expansion into mortgage market ...

We compare eight AI app builders, from Softr and Lovable to Bubble and Retool, on data connections, user roles, editing, ...