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.
CPDMortgage brokersJan 31 2025Simple Financial Planning fintech partnership will ‘transform’ workflows
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.
CPDMortgage brokersJan 31 2025Simple Financial Planning fintech partnership will ‘transform’ workflows