Business & Development
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Practical AI for advice firms: Where it helps, where it doesn’t, and how to use it responsibly | Joshua Knight, Dynamic Planner
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)…
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Gravis appoints Mehal Shah as Investment Director
Gravis Capital Management today announces the appointment of Mehal Shah as Investment Director. Joining the firm on 2 March 2026, Mehal will…
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AI use doubles among advice professionals – research from the lang cat
Throughout the week, we’ll be looking at how financial advice firms are using, and can use, artificial intelligence (AI) in ways that…
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Why 2026 is the time to focus on the client relationship | Guest insight from Hoxton Wealth CEO, Chris Ball
Financial advisers need to focus on the client relationship in 2026 whilst not turning their backs on the benefits of AI, says…
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Blackfinch Asset Management strengthens sales team across Wales and the South-West
Blackfinch Group has appointed Ryan Hughes as Executive Business Development Manager at Blackfinch Asset Management, strengthening adviser support as more financial planning…
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Wealth managers back AI but client trust is decreasing
Client trust in artificial intelligence (AI) appears to be declining, despite wealth managers remaining positive about the technology, according to new research…
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Aegon launches enhanced modelling tool to help members benchmark retirement needs
Aegon has launched a major upgrade to MyTarget, its retirement modelling tool for workplace pension members, introducing a cleaner design and more…
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True Potential Wealth Management partners with Oxford Risk to enhance behavioural investor risk suitability
True Potential Wealth Management, one of the UK’s leading wealth managers, has announced a strategic partnership with behavioural risk suitability fintech, Oxford…
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Chartered status can offer a lifelong career boost to financial services professionals in the age of AI, says CISI
With Chartered Week running 23–27 February, the global educational charity and professional body, the Chartered Institute for Securities & Investment (CISI), is…
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CISI awards three new Honorary Fellowship
The board of the Chartered Institute for Securities & Investment (CISI) is delighted to announce that three Honorary Fellowships have been awarded…
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