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Key priorities in FCA update: ongoing advice services and retirement income advice
Our colleagues at TCC Group have unveiled their expert insights on the recent portfolio strategy letter from the FCA, which was released on the 7th October 2024. This crucial communication outlines the future roadmap and expectations for financial advisers and investment intermediaries over the upcoming
How advice firms should navigate the AI journey
There are numerous new AI solutions available for financial advice firms, offering a range of choices. However, it’s often unclear which type of AI is being promoted and if it suits your needs. It’s important to know there are two main types of AI, and
Recordsure partners with Iress to deliver a unique AI solution for financial services businesses
Recordsure partners with Iress to deliver a unique AI solution and advance financial services businesses’ performance and outcomes We’re excited to announce our new collaboration with Iress, a technology company providing software to the financial services industry in the UK, Europe, Asia-Pacific, North America and
Recordsure and intelliflo expand RegTech collaboration to Australian market
We’re delighted to announce that we’ve extended our collaboration with financial advice technology provider intelliflo to Australia. Recordsure’s innovative ReviewAI suit is now available to intelliflo’s Australian clients as we extend our collaboration with financial advice technology provider intelliflo with the addition of our ReviewAI
Recordsure and TCC Group welcome aboard Richard Lee as Client Account Director
Kicking off the new year with an exciting new addition, we’re very glad to welcome digital transformation specialist Richard Lee to the Recordsure and TCC team. As an experienced Client Account Director, Richard’s role will see him devising tailored solutions for our clients – incorporating TCC’s
