UK crypto traders banking on Trump for major gains
UK crypto traders are optimistic about major gains this year, with many…
Transact and CURO automate adviser-fee reconciliation
Transact and CURO have launched a new integration that automates the reconciliation…
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‘The dinosaurs of the platform industry will go extinct’
There are some dinosaurs in the platform industry that will go extinct…
Plannr and Seccl launch first phase of CRM integration
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
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Paraplanners ‘should not worry’ about AI replacing them
Paraplanners should not worry about artificial intelligence (AI) replacing their jobs –…
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AR, VR and ER have ‘huge potential’ to transform financial advice
Augmented reality (AR), extended reality (ER) and virtual reality (VR) all have…
Fintel completes £5.2m purchase of fund research agency RSMR
Fintel has completed the purchase of Rayner Spencer Mills Research (RSMR) for…
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Dynamic Planner launches Financial Personality Insights to improve client understanding
Dynamic Planner, the UK’s leading digital financial advice platform, has launched a…
BareRock enhances vulnerability support for advice firms
Professional Indemnity Insurance (PII) provider BareRock has announced a strategic partnership with…
Quilter adopts VouchedFor’s client survey system to support advisers
Quilter Financial Planning has adopted VouchedFor’s client survey system, Elevation, to support…
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LV= launches Embark-backed adviser platform
LV= has today (27 January) fully launched its ‘Platform Services’ option for…
Ed Dymott: Watch out for far-fetched AI promises
Artificial Intelligence (AI) is set to transform financial planning over the next…
Do you need a social-media brand to get a job in advice?
Researching financial products and services online before buying has become second nature…
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Can AI help advisers practise difficult conversations?
Difficult conversations go with the territory for financial advisers. Helping clients live…
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Behind the Headlines: Advice tech is great… when it works
In the summer, I seriously considered replacing my iPhone 14 with an…
How to give cyber security the priority treatment it deserves
In an increasingly digital world, cyber security should be at the top…
Investing in the AI arms race and new industrial revolution
The pace of artificial intelligence (AI) development has surpassed even the most…
How advanced identity verification solutions can support Consumer Duty compliance
With more Consumer Duty standards effective from the end of July, regulatory…
Threesixty: Due diligence tips for the AI revolution
How AI can be used compliantly to the advantage of advice firms…
Warning to candidates using AI for exam support
A test of ChatGPT’s sample mock questions and technical responses found those…
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Are you prioritising financial crime prevention in time for new government rules?
Financial crime is an ever-present threat in the UK, as criminals continue…
Weekend Essay: Should Wall Street be worried about DeepSeek?
It was all going so swimmingly for the ‘big tech’ stocks, wasn’t…
Nick Eatock: Embracing AI in financial advice
When intelliflo recently asked advice firms for their views on artificial intelligence…
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Protection outlook: Tech tipping point to transform market in 2025
Life insurance has been slower than other sectors to make full use…
