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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