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Technology

Tavistock buys Plus Group in AI push

Companies

Tavistock buys Plus Group in AI push

Moves towards Vertex Group rebrand

clock 28 July 2026 • 2 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
Open finance could pose 'existential threat' to advice market

Regulation

Open finance could pose 'existential threat' to advice market

Consumer Duty Alliance tech forum attendees hear

clock 23 July 2026 • 3 min read
CII launches vulnerability data sharing taskforce

Your profession

CII launches vulnerability data sharing taskforce

Established three working groups

clock 08 July 2026 • 2 min read
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
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