The capacity trap: Why advice firms can't hire their way out of the admin crisis

Every financial adviser I speak with tells me broadly the same thing: they joined this industry to help people make better decisions about their financial futures – not to spend their evenings writing up file notes.  We recently published the SOFI by Numbers 2025 report, drawing on usage data from advisers across the UK who work with artificial intelligence (AI) in regulated workflows. Some 78% save three or more hours per week on compliance admin – the equivalent to more than 150 hours (about 13 days) per year, per adviser. Some 96% would recommend it to peers.   But the most telling...