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Technology

Tech helping IFAs rise to capacity crunch challenge

Technology

Tech helping IFAs rise to capacity crunch challenge

Industry is growing, thriving and embracing change

clock 03 July 2025 • 4 min read
Efficient doesn't mean fair: AI, advice, and the price & value test

Technology

Efficient doesn't mean fair: AI, advice, and the price & value test

'Under Consumer Duty, fair is the standard'

clock 03 July 2025 • 6 min read
AJ Bell launches mobile-first adviser platform to tackle advice gap

Technology

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

clock 23 June 2025 • 2 min read
IFA Prosperity partners with SEI for MPS range

DFM & Model Portfolios

IFA Prosperity partners with SEI for MPS range

To manage its ‘Pegasus’ MPS range

clock 18 June 2025 • 1 min read
Most advisers ready to 'break up' with their CRM systems

Technology

Most advisers ready to 'break up' with their CRM systems

Adviser/ CRM system relationships ‘under serious strain’, Twenty7tec finds

clock 17 June 2025 • 3 min read
'In the AI era, neurodivergence is more valuable than ever'

Technology

'In the AI era, neurodivergence is more valuable than ever'

'The design and training of AI systems inherently favour consistency and predictability'

clock 16 June 2025 • 5 min read
Majority of investors believe ChatGPT could provide 'reliable' financial advice

Technology

Majority of investors believe ChatGPT could provide 'reliable' financial advice

ChatGPT usage among younger investors rises to 70%

clock 16 June 2025 • 2 min read
Robo-advisers 'disrupting' self-directed client segment

Your profession

Robo-advisers 'disrupting' self-directed client segment

Emotional value of advice still a ‘completely human endeavour’

clock 12 June 2025 • 3 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
Aberdeen's Kenny: 'We are not just going to switch Elevate off'

Wrap/platforms

Aberdeen's Kenny: 'We are not just going to switch Elevate off'

Admits adviser communication on Elevate has been lacking

clock 10 June 2025 • 4 min read
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