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AI

Ahmed Bawa: AI must support, not replace, advisers

Technology

Ahmed Bawa: AI must support, not replace, advisers

'Just because AI can - in theory - perform a particular role, we need to ask whether it's a good idea'

clock 05 August 2026 • 4 min read
CRM integration project highlights AI-powered innovation potential

Pensions

CRM integration project highlights AI-powered innovation potential

Project reflects a broader shift in adviser technology

clock 04 August 2026 • 3 min read
Is this it? What CEOs need to see from AI

Technology

Is this it? What CEOs need to see from AI

The public conversation about AI and jobs has been oddly naive. On one side, existential panic about mass unemployment. On the other, breezy reassurances that AI just makes us all a bit more productive. Both miss the point, writes Samantha McBride

clock 04 August 2026 • 3 min read
PlannerPal CEO: 'Not all integrations are equal'

Technology

PlannerPal CEO: 'Not all integrations are equal'

Xplan integration intended to tackle poor data quality and fragmented workflows

clock 30 July 2026 • 3 min read
AI is transformative, but are investment portfolios too dependent on it?

Technology

AI is transformative, but are investment portfolios too dependent on it?

'In a market dominated by a single narrative, looking beyond today's leaders is not a contrarian stance'

clock 27 July 2026 • 4 min read
Saturn targets £800 advice journey with AI operating system

Technology

Saturn targets £800 advice journey with AI operating system

‘Project OS’ set to launch in September

clock 24 July 2026 • 2 min read
Tessa Lee: The invisible cost of poor client data

Your profession

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

clock 23 July 2026 • 4 min read
Why advisers must warn divorcing clients about AI-generated assumptions

Technology

Why advisers must warn divorcing clients about AI-generated assumptions

‘The risks can be particularly serious where significant wealth is involved’

clock 20 July 2026 • 3 min read
Tony Wilkinson: The AI infrastructure boom is real

Technology

Tony Wilkinson: The AI infrastructure boom is real

'AI is no longer primarily about models and applications – it is about power and long-duration capital commitments'

clock 13 July 2026 • 6 min read
The Mills Review: AI innovation must be matched by AI governance

Regulation

The Mills Review: AI innovation must be matched by AI governance

As AI becomes embedded in FS governance can no longer be treated as an afterthought

clock 13 July 2026 • 4 min read
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