Lee Robertson: The ‘white heat’ of AI and advicetech
As we enter a crucial phase in the evolution of AI and tech, Lee Robertson shares why he is so optimistic about the latest tech on offer.
As we enter a crucial phase in the evolution of AI and tech, Lee Robertson shares why he is so optimistic about the latest tech on offer.
New(ish) cat Sean reflects on his first eight weeks in the basket at HQ…
Mark reflects on Catwalk, the best in show winner and the emerging tech that is having a good go at fixing industry problems.
The Church of AdviceTech is no longer in session. Catch up on the winner and photos from an epic day of tech demos, High Inquisitions and more.
Now in wave 6, State of the Advice Nation (SOTAN) is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data.
What do we mean by that? Well, there’s no point finding out what people do and what they pick without trying to find out why.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
