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Technology

Longevity, AI, and why we need more empathy in advice

Technology

Longevity, AI, and why we need more empathy in advice

'The future of advice isn't about being smarter. It's about being more human'

clock 12 May 2025 • 4 min read
Single pane of glass: Unifying communication supervision across channels

Technology

Single pane of glass: Unifying communication supervision across channels

Consolidates communications from multiple channels into a single, real-time dashboard

clock 07 May 2025 • 4 min read
Morningstar CEO: Advisers and industry need 'shared language' around risk

Investment

Morningstar CEO: Advisers and industry need 'shared language' around risk

Kapoor points to UK regulation becoming more ‘goals focused’

clock 07 May 2025 • 2 min read
PA360: AI 'here now' and transforming adviser workflows

Technology

PA360: AI 'here now' and transforming adviser workflows

‘AI is not coming for your jobs’

clock 01 May 2025 • 2 min read
AI tech providers see advice firm client numbers swell

Technology

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

clock 30 April 2025 • 4 min read
FE Fundinfo adds to platform capabilities with Lunar AI buy

Technology

FE Fundinfo adds to platform capabilities with Lunar AI buy

AI business is FE Fundinfo’s fourth purchase in 12 months

clock 30 April 2025 • 2 min read
Advisers who are on board with technology outperform peers: Intelliflo

Technology

Advisers who are on board with technology outperform peers: Intelliflo

Generated more revenue and serviced more clients

clock 28 April 2025 • 2 min read
Integrating AI into advice without losing the human touch

Technology

Integrating AI into advice without losing the human touch

Reinforcing trust through AI-enhanced personalisation

clock 25 April 2025 • 4 min read
AJ Bell platform hits record AUM as inflows rise 19%

Wrap/platforms

AJ Bell platform hits record AUM as inflows rise 19%

13% rise over the past year and a 1% increase in the quarter

clock 24 April 2025 • 2 min read
Why advice businesses need to 'invite AI to the table'

Technology

Why advice businesses need to 'invite AI to the table'

Will take away the ‘boring stuff’

clock 24 April 2025 • 3 min read
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