Nick Eatock: Embracing AI in financial advice
When intelliflo recently asked advice firms for their views on artificial intelligence…
Roderic Rennison: Why having a client-first mindset matters
Practically every financial-planning firm owner that I have ever met will tell…
What is meant by ‘scaling a business’?
Scaling a business is one of those phrases that advisers who run…
Is generosity the key to a successful business?
Christmas has been and gone, but should advice firms endeavour to keep…
‘Consolidator consolidation is inevitable’: Advice firms in 2024
Advice firms have had a lot to contend with in 2024: a…
Fifth of advisers use AI transcription services for client meetings
A fifth (20%) of advisers are using AI transcription services to record…
Advice firms ‘only as strong as their back-office’
Advice firms have been reminded about the need for a strong back-office…
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Advisers are better than technology is ‘a big lie’, says Ian McKenna
The idea that technology cannot do what an adviser can do is…
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Damian Davies: How the Consumer Duty could cut the FSCS levy
The Consumer Duty could bring with it a way to remove the…
Foresight Wealth Group acquires Burnley-based IFA firm
Foresight Wealth Group has acquired Cassons Financial Planning as part of its…
