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CPDAdviser technologyFeb 4 2025Agentic AI will be ‘catalyst’ for bridging advice gapAgentic AI is transformative and will be the catalyst for bridging the advice gap, according to Kevin D’Arcy, head of group operations at Advanta Wealth.
CPDAdvice businessesFeb 4 2025‘Bonus season can come at a cost – and not in the way you might think’
CPDMortgage brokersJan 31 2025Simple Financial Planning fintech partnership will ‘transform’ workflows