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Technology

The FCA is opening the door for innovation - advisers should be paying attention

Technology

The FCA is opening the door for innovation - advisers should be paying attention

'The FCA's pro-innovation approach can impact on how advisers do business'

clock 16 June 2026 • 4 min read
Aberdeen Adviser pilots Woven Advice to simplify switching and transfers

Wrap/platforms

Aberdeen Adviser pilots Woven Advice to simplify switching and transfers

Aims to become ‘one of the most integrated advised platforms’

clock 15 June 2026 • 2 min read
Advisers turn to DIY AI builds but urged to approach with caution

Technology

Advisers turn to DIY AI builds but urged to approach with caution

Debate around whether they should just rely on specialists

clock 12 June 2026 • 4 min read
Platforms told to 'clean up their data' as transfer charter approaches

Wrap/platforms

Platforms told to 'clean up their data' as transfer charter approaches

The Platforms Association to launch charter later this month

clock 09 June 2026 • 4 min read
Intelliflo adds agentic AI to platform as profession reaches 'inflection point'

Technology

Intelliflo adds agentic AI to platform as profession reaches 'inflection point'

‘Next generation’ of Intelliflo Office

clock 09 June 2026 • 4 min read
Vanguard UK Platform Awards – Advisers, cast your votes

Wrap/platforms

Vanguard UK Platform Awards – Advisers, cast your votes

Voting open across several categories

clock 08 June 2026 • 1 min read
Firm launches AI-powered SIPP integration project

Technology

Firm launches AI-powered SIPP integration project

Centology integrates the Pathlines Pensions SIPP form into CRM

clock 05 June 2026 • 1 min read
Transact upgrades API to improve adviser software integration

Technology

Transact upgrades API to improve adviser software integration

Supports firms with CRM‑led workflows and increasingly digital advice journeys

clock 04 June 2026 • 2 min read
Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Technology

Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Average financial promotion approval turnaround time of one hour

clock 02 June 2026 • 3 min read
Transitioning from legacy to AI-native technology in advice

Technology

Transitioning from legacy to AI-native technology in advice

'Unplugging advisers from the Matrix'

clock 01 June 2026 • 4 min read
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