Business and Development
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Banks and insurers deploy AI agents to fight fraud and process applications
Financial institutions are actively moving key customer-facing processes to AI agents, marking a rapid transformation in how customers interact with banks and…
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Nationwide announces extension to Branch Promise to 2030 while other banks shut doors
Nationwide has announced that it will continue to keep every one of its 696 Nationwide and Virgin Money branches open until at…
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Why the future of advice depends on who we train today. Guest insight from Hoxton Wealth CEO, Chris Ball
As the UK advice profession faces a growing talent and succession crisis, firms can no longer rely on luck to find the…
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Dynamic Planner unveils 2028 vision for ‘unlocking trusted advice at scale’ at TISA Annual Conference
Dynamic Planner, the UK’s leading digital advice platform, today sets out its vision for the future of advice — unlocking trusted advice — at…
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New white paper “Women, Wealth and the Workplace” urges personal finance sector to boost female visibility and leadership
The Women’s Wealth Alliance (WWA) has today published a roadmap to increase the number of women working in personal finance, as part…
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NFU Mutual goes live with Focus’s next-gen advice platform
Focus Advice Technology (“Focus”), the award-winning advice technology provider, today announces the go-live of its new advice system with NFU Mutual, marking the first full…
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2,000 set to attend PFS National Conference 2025
Over 2,000 financial planning professionals, exhibitors, speakers and members of the media are registered to attend the Personal Finance Society’s (PFS) National…
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How advisers can help close the financial literacy gap by engaging young people early and focusing on five practical money essentials
Financial literacy in the UK is still patchy at best, with too many young people left to figure money out by trial…
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FE fundinfo acquires Contengo, introducing a unique command centre module for financial advisers
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the acquisition…
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Rosemount Financial Solutions (IFA) adds 16 new advisers in growth drive
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, added 16 new advisers to its ranks in Q3, representing another…
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