Exclusives
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Opinion | AI can unlock the human value of advice
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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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)…
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AI will be transformational when used as a tool: insight from Cambridge & Counties Bank
As artificial intelligence continues to reshape financial services, its role within specialist property lending is accelerating. From streamlining credit applications to enhancing…
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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…
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Why AI is powerful for mortgage services, but real people are still smarter
Nathan Reilly, Chief Customer Officer, for Twenty7tec, explains that whilst artificial intelligence is now more central than ever in the sector, it…
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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)…
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The long game in patient capital and long-term investment strategy
As we sit firmly in ‘tax season’, it is an opportune time to pause for a few moments and reflect on how…
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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 use, artificial intelligence (AI)…
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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 to that question, Karl…
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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 around accountability and redress.…

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