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AI is empowering advice teams by removing admin
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can…
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Pension credit claims drop as dust settles after winter fuel payment U-turn
Rachel Vahey, head of public policy at AJ Bell, highlights that Pension Credit claims have fallen 36% year…
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Fintech ammonite-ai launches AI-powered Planbot, slashing report writing times for advice firms
Today, ammonite-ai is officially launching Planbot, its AI-powered report writing and file note software aimed at advisers and…
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UK small caps yielded more than large caps for first time in two decades last month, as investor sentiment towards UK equities picks up
For the first time in two decades, UK small caps yielded more than large caps last month, as…
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Tax year end planning beyond the deadline | IFAM 146 | March 2026
Tax year end… more than a deadline dash As you’ll see across this issue, 5 April isn’t just…
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What does AI really mean for brokers across the whole client journey?
How can AI genuinely enhance client relationships, streamline workflows, and support compliance in mortgage advisory? Bringing practical insight…
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The elephant in the room; Jonathan Newell of BareRock Group asks, who’s paying for complaints against ARs?
Reforms to the Appointed Representatives regime are intended to strengthen consumer protection, but they also expose unresolved questions…
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The AI mortgage revolution: empowering advisers, not replacing them
For our AI ‘In Focus’ week across Mortgage and Property Investment Magazine, Matt Lowndes, Transformation Director, Customer Experience,…
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AI in estate agency: strengthening the foundations of every transaction
As artificial intelligence becomes embedded in day-to-day operations across the property sector, estate agents are assessing how it…
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Vitality expands digital care provision with addition of HealthHero as additional GP services partner
Vitality has announced a new strategic partnership with HealthHero as it expands its Virtual GP services. The new…
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