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Technology

Most platforms sign up to transfer charter

Wrap/platforms

Most platforms sign up to transfer charter

Signatories include Benchmark, Fidelity International and Quilter

clock 17 September 2026 • 3 min read
'Fool's gold' warning as more than half of consumers embrace AI for decision-making

Technology

'Fool's gold' warning as more than half of consumers embrace AI for decision-making

AI is increasingly shaping the future of financial services

clock 17 September 2026 • 2 min read
Can investors with ethical considerations really avoid AI?

Technology

Can investors with ethical considerations really avoid AI?

Why it's complicated to avoid AI in investment

clock 16 September 2026 • 4 min read
Will the incoming stocks and shares ISA cash interest levy impact platforms?

Wrap/platforms

Will the incoming stocks and shares ISA cash interest levy impact platforms?

Proposed regulations yet to clarify what is an ‘acceptable’ cash holding

clock 15 September 2026 • 5 min read
Anthropic rolls out Claude for US financial advisers

Technology

Anthropic rolls out Claude for US financial advisers

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

clock 15 September 2026 • 2 min read
AI models give inaccurate financial advice 57% of the time

Technology

AI models give inaccurate financial advice 57% of the time

Could cost users ‘tens of thousands of pounds’

clock 14 September 2026 • 3 min read
AI and advice: Greater automation shouldn't mean less control

Technology

AI and advice: Greater automation shouldn't mean less control

How you use AI can change from task to task

clock 11 September 2026 • 4 min read
Advisers see clients arrive with AI-generated plans

Technology

Advisers see clients arrive with AI-generated plans

AI could spell end of ‘1% of assets’ advice model

clock 09 September 2026 • 4 min read
Alex Cowan-Sanluis: Platforms are hiding in the bell curve

Wrap/platforms

Alex Cowan-Sanluis: Platforms are hiding in the bell curve

The bell curve of client banks

clock 07 September 2026 • 4 min read
Half of advisers use technology for Consumer Duty compliance

Technology

Half of advisers use technology for Consumer Duty compliance

Advisers not aware of digital tools that can help

clock 04 September 2026 • 2 min read
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