US EditionIntegrating AI and tech could help advisers take on extra 20 clients
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Integrating AI and tech could help advisers take on extra 20 clients
Implementing artificial intelligence (AI) and integrating technology could allow advisers to onboard an extra 20 clients, new research has revealed. The findings were revealed in a sneak preview of FE Fundinfo’s latest adviser survey, which is due to be published next month. The firm’s head of UK IFA product Jodie Gallagher said using technology is a “fantastic opportunity” for advisers to increase their book size. FE Fundinfo’s survey also foun…
Midsized Law Firms Increasingly See AI and Interconnected Technology as Critical for Future Success, New Survey Finds
An overwhelming 87% of professionals in midsized law firms view investing in cutting-edge technology as critical for their firm’s future, with expectations for AI’s value growing significantly, according to the 2025 US Midsize Law Firm Priorities Report, released today by law practice management company Actionstep. The report, which surveyed 264 U.S. law firm professionals from […]
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