AI was 'headline act' this year

Meeting transcription, summaries and action tracking became the most common entry point, reflecting advisers' desire to test AI without jeopardising client outcomes or compliance. Moneyinfo managing director Tessa Lee says AI has "definitely been the headline act this year", but stresses that the industry remains at an early stage. "Many firms are trialling AI in low-risk areas like meeting notes, summaries, and action tracking. Some are experimenting with suitability reports, but advisers often tell me that the outputs aren't quite accurate or personalised enough yet to feel ready fo...