Afternoon Update: 2 in 3 Financial Planners utilising AI

Financial Planning News:2 in 3 Financial Planners utilising AI ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

• Get more: Subscribe to Financial Planning Today magazine packed with tips, ideas and professional insights •  ‍  3 of Today's Top Stories     2 in 3 Financial Planners utilising AI Net flows hold steady for Evelyn Partners as assets dip in Q1 Bank of England cuts base rate to 4.25% ‍  Other trending stories     Canaccord adds senior Planner from Brewin Dolphin Number of appointed reps continues to fall Retail funds report highest outflows since 2023 ‍• Partner Content    ‍Want to spend less time tied to a desk writing suitability reports..and more time advising clients? We can make that a reality. Outsourced Paraplanning has many years of experience supporting Financial Planning firms. We don't charge a retainer and work on a fixed fee so you only pay for what you need. We have dedicated CFP-qualified Paraplanners who can provide Suitability Reports, Product and Provider Research, Annual Reviews, Cashflow Forecasts, Bespoke Projects ... and lots more. Get in touch to find out how we can spend more time advising clients. https://outsourcedparaplanning.co.uk/ ‍ • Financial Planning Vacancies   Title Financial Adviser - upto £70k - Edinburgh ‍ • Get Financial Planning Today's Uncapped Digital Package Today. Cancel Anytime  • Enjoy Unlimited access to articles + Financial Planning Today Magazine (digital edition) - just £9.99 a month with a rolling contract. Cancel Anytime. Terms apply. Save more with an annual subscription. ‍ • Take your career a step further  • Financial Planning Today has a regularly updated jobs hub for Financial Planning and Paraplanning vacancies - click here to see the latest vacancies.  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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