What advisors should know as SEC launches AI Task Force
Intense Life Desires The SEC’s recently launched AI Task Force will most likely make its investigations more efficient....
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Timeline launches multi-asset fund
Timeline website Fintech and investment provider Timeline has launched its first multi-asset fund, after receiving...
SimplyBiz launches ongoing review service option
SimplyBiz website Adviser support services firm SimplyBiz has launched an ongoing review service option to...
Nitrogen Launches Its Own AI Notetaker (And More Of The Latest In Financial #AdvisorTech – August 2025)
Welcome to the August 2025 issue of the Latest News in Financial #AdvisorTech – where...
AARP launches Dementia Hub to help financial advisors
Financial advisors and wealth management firms have new resources from AARP designed to help them...
CISI launches alliance to help ‘unlock’ pension investment
L-R: CISI CEO Tracy Vegro, Lord Mayor of the City of London Alastair King FCSI...
Transact launches new integration with Plannr
Transact website Adviser platform Transact has launched a new integration with fintech Plannr which the two...
ValidPath launches ‘match-making’ for IFA buyers and sellers
ValidPath CEO Angus MacNee Adviser network ValidPath has today launched what’s been called an ‘e-Harmony-style’ match-making...
Brooks Macdonald launches Financial Planning brand
Andrea Montague, CEO of Brooks Macdonald and Michel Holden, CEO of Brooks Financial Wealth manager...
Aegon launches global income fund
Aegon AM website Aegon Asset Management has launched the UK-domiciled Aegon Global Income Fund, which...