Afternoon Update: Fintech adds pre-meeting AI tool for Planners

Financial Planning News: Fintech adds pre-meeting AI tool for Planners

• 40+ professional job vacancies on Financial Planning Jobs - Find a new role or add your vacancy today •   ‍  3 of Today's Most Read Stories     Fintech adds pre-meeting AI tool for Planners UK advice firms support Financial Planning Week Hargreaves Lansdown fee changes to hit platform market ‍  Trending stories    Equity income dominates most popular investment trusts DB transfers steady as gilt yields settle 9 in 10 advisers rely on referrals for new clients Title Vacancy: Financial Adviser / Chartered Pathway / £55k-£75k ‍  • Get unlimited access to Financial Planning Today stories with a Digital Package. Cancel Anytime  • Enjoy Unlimited access to Financial Planning Today website and magazine content (digital edition) - for just £9.99 a month. Cancel Anytime. Terms apply. Save more with an annual subscription. ‍ • Looking for a career boost? • Financial Planning Today has a jobs hub for Financial Planning and Paraplanning vacancies - click here to see the latest vacancies or post your own vacancy today.  Your Subscription: Unsubscribe ‍ | Click here to view online  | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, United Kingdom, www.financialplanningtoday.co.uk

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Midday News: Firms support Financial Planning Week / New pre-meeting AI tool for Planners / Equity income dominates most popular investment trusts

Financial Planning News: Firms support Financial Planning Week / New pre-meeting AI tool for Planners / Equity income dominates most popular investment trusts

Get daily news and in-depth features: Subscribe to Financial Planning Today website and magazine from just £9.99 a month - cancel any time. Terms apply.     ‍  Top Stories     UK advice firms support Financial Planning Week Fintech adds pre-meeting AI tool for Planners Equity income dominates most popular investment trusts Hargreaves Lansdown fee changes to hit platform market 9 in 10 advisers rely on referrals for new clients ‍  Trending Stories      DB transfers steady as gilt yields settle PMI claims rise 13% to £4bn record high in 2024 Mutual launches unit-linked ISA Turnover rises 19% to £19m for Continuum New FCA mini bond rules come into force ‍  • More jobs on our new-look FP Today Jobs Hub    Title • Vacancy at Lync Wealth - Senior Paraplanner - Salary Neg. ‍  Get unlimited FP Today content in one easy package   • Benefit from unlimited access to Financial Planning Today news + Financial Planning Today Magazine (digital edition) + a library of thousands of articles and features. Cancel Anytime on £9.99 monthly plan. Terms apply. Save more with an annual subscription. ‍  Looking for your next star team member? Post your  vacancy on our jobs hub today  • Financial Planning Today has a new-look professional jobs hub for the latest Financial Planning and Paraplanning vacancies. • 15% off for a limited time using code: FPTSAVR ‍  Financial Planning on X  • For news updates and useful posts follow our editor Kevin O'Donnell on Twitter / x at: @FPT_Kevin  Your Subscription: Unsubscribe ‍ | Click here to view online  | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, United Kingdom, www.financialplanningtoday.co.uk   ‍

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