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Your profession

AI can 'unleash the most human aspect of being a financial adviser'

Your profession

AI can 'unleash the most human aspect of being a financial adviser'

Advisers urged to embrace AI as a strategic opportunity, not a threat

clock 11 June 2025 • 2 min read
Advisers urged to have 'robust' processes to protect clients from fraud

Your profession

Advisers urged to have 'robust' processes to protect clients from fraud

Last year saw sharp 34% increase in losses from investment scams

clock 11 June 2025 • 2 min read
AI and data integration critical to tackling adviser capacity crunch

Technology

AI and data integration critical to tackling adviser capacity crunch

Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration

clock 11 June 2025 • 3 min read
Brooks Macdonald's retirement proposition launch: 'Simplicity will set it apart'

Retirement income

Brooks Macdonald's retirement proposition launch: 'Simplicity will set it apart'

Wealth manager launches suite of retirement strategies

clock 10 June 2025 • 3 min read
FCA promotes Sarah Pritchard to deputy CEO

People

FCA promotes Sarah Pritchard to deputy CEO

To manage growing remit, support growth and drive reform

clock 10 June 2025 • 1 min read
Private equity firm invests in Leicester-based IFA Superbia Group

Companies

Private equity firm invests in Leicester-based IFA Superbia Group

August Equity backs vertically integrated financial adviser

clock 10 June 2025 • 2 min read
First Wealth appoints Jess Biggs to launch sports and entertainment division

Companies

First Wealth appoints Jess Biggs to launch sports and entertainment division

Division will support elite clients across sports and entertainment

clock 10 June 2025 • 1 min read
Quilter Cheviot CEO to step down later this year

People

Quilter Cheviot CEO to step down later this year

John Goddard to take over from Andrew McGlone

clock 10 June 2025 • 2 min read
Intelliflo unveils AI-powered suite to cut adviser workload by 85%

Your profession

Intelliflo unveils AI-powered suite to cut adviser workload by 85%

Launched at Intelliflo Innovate 2025

clock 10 June 2025 • 3 min read
Jersey-based Oakglen Wealth snaps up local firm HBFS

Companies

Jersey-based Oakglen Wealth snaps up local firm HBFS

Clients gain access to ‘comprehensive financial and retirement planning’

clock 10 June 2025 • 2 min read
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