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Technology

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
IFA Pension Pulse secures PE investment

Companies

IFA Pension Pulse secures PE investment

HGL Private Capital backs advice firm for undisclosed sum

clock 12 June 2026 • 1 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
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
Foster Denovo partners with fintech to advance AI use

Technology

Foster Denovo partners with fintech to advance AI use

Clients to see ‘immediate impact’

clock 28 May 2026 • 2 min read
'AI wants the full picture' – how clients use AI to find advisers

Technology

'AI wants the full picture' – how clients use AI to find advisers

Phil Bray speaks at PA360

clock 23 April 2026 • 3 min read
Fintel offloads two non-core businesses for £1m

Technology

Fintel offloads two non-core businesses for £1m

Gateway Surveying Services and APS Legal & Associates

clock 23 April 2026 • 2 min read
Roger Brosch: AI is going to make humans more human

Technology

Roger Brosch: AI is going to make humans more human

'The more human, the greater value'

clock 13 April 2026 • 4 min read
Are AI tools the new robo advisers?

Technology

Are AI tools the new robo advisers?

Reform not replacement

clock 07 April 2026 • 8 min read
Protection advisers under 30 report worries about AI use in claims

Protection

Protection advisers under 30 report worries about AI use in claims

More concerned about AI used in claims than underwriting

clock 30 March 2026 • 2 min read
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