Business & Development
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Financial advice needs humans and AI tools working in tandem, say ammonite AI founders
Faster delivery of quality advice requires advisers, paraplanners and administrators working in tandem with the AI tools they use, say Rob Harradine,…
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Titan Wealth launches dedicated sports division to support elite athletes, clubs and wider sports industry
Fast-growing, fully integrated wealth management firm Titan Wealth today launches its dedicated Sports Division, a specialist offering designed to support professional athletes, sports…
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Quilter Cheviot named title sponsor of squash’s 2026 British Open
Quilter Cheviot has been named the title sponsor of this year’s British Open, the prestigious squash tournament held at the spectacular Birmingham…
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7IM partners with Delaware UK to accelerate innovation and enhance the adviser experience
7IM has announced a new partnership with digital transformation specialist Delaware UK, as part of its multi-year and multimillion-pound investment in its…
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AI overload: Are advisers building tech stacks when what they really need is one solution?
Artificial intelligence is rapidly becoming part of the adviser toolkit. What started as experimentation with tools like ChatGPT has quickly evolved into…
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Paradigm Norton announces Caroline Rainbird as new Non-Executive Director
Paradigm Norton Financial Planning has announced the appointment of Caroline Rainbird as a Non-Executive Director (NED). A highly experienced CEO, NED, adviser…
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Analysis | Patrick Murphy explains how and why cyber risk is becoming an important governance issue for IFAs
In this highly thought-provoking article, Patrick Murphy argues that cyber attacks are no longer simply an IT problem for advice firms but…
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Simplifying customer vulnerability without being simplistic | Insight from MorganAsh’ Andrew Gething
As the industry pushes for regulatory simplification, customer vulnerability risks being reduced to overly simplistic processes. Sharing his latest thinking with IFA…
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Scottish Widows strengthens distribution team with three senior appointments
Scottish Widows has made three senior hires to bolster its intermediary distribution capability and support its growth ambitions across the advised wealth market. Caroline Miller, who…
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Insight | Origo’s Innes Miller explains the value of a ‘data lake’ and why more advisers are creating them
As advice firms place greater value on the power of their own data, many are exploring the benefits of building a ‘data…
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