Business & Development
-
How advice firms can use AI safely in research, reporting & client communications
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial intelligence (AI)…
-
Why good advice isn’t about better answers, it’s about wiser behaviour
Financial advice focuses on getting to the right answers. The right portfolio. The right level of risk. The right long-term plan. But…
-
Phoenix Group Holdings plc completes its name change to Standard Life plc
Standard Life plc (‘Standard Life’ or the ‘Group’), a retirement specialist focused entirely on retirement saving and income, has completed its name…
-
Legal lens | AI use and the legal foundations firms cannot afford to ignore
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial intelligence (AI)…
-
New Smarsh insights report finds governance—not adoption—will determine which companies succeed with AI
Smarsh, the global leader in communications data and intelligence, has released its 2026 Insights Report, warning that regulators are rapidly moving beyond…
-
AI brings real-time insights to transform client interactions and bridge regulatory gaps
In this piece, Melanie Spencer, Growth Director at Target Group, explores how AI-driven contact centre technology is helping financial services firms move beyond…
-
The Timebank’s Damian Davies has a raft of practical tips for advisers to consider when it comes to how they use AI within the business
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial intelligence (AI)…
-
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 use, artificial intelligence (AI)…
-
Pick ‘n’ mix platform strategies persist as Model-b seen as a trade-off in latest NextWealth report
The shape of the adviser platform market is being moulded less by headline model shifts and more by execution, according to NextWealth’s…
-
FCA’s Mills review – firms must prioritise accountability, explainability and data governance as use of AI in financial services accelerates
Charlotte Byrne, UK AI Lead at global management and technology consultancy Capco, comments on the FCA’s Mills Review into the long-term impact…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
