Offering regulated firms a controlled space to trial advanced technologies

Advice firms urged to integrate domain-specific AI agents with regulatory caution

Only a minority of platforms offer tools

Backed by Lloyds and Nationwide

Heligan Group report highlights growing role of mid-market consolidators

Cross-party EFRA committee warns proposed IHT changes risk harming vulnerable farmers

As Mental Health Awareness Week spotlights wellbeing across industries, advisers speak out

Claire Trott calls for clarity on 2027 Budget reform that will bring pensions into estate tax scope

Simon Rogerson urges financial planning profession to embrace tech or risk irrelevance

Firm eyes FCA approval to roll out low-cost, evidence-based fund aligned with adviser demand