Exclusives
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Dan Kemp: why the urge to act can be the costliest move in a market crisis
In times of extreme geopolitical uncertainty such as we’re seeing right now, investment decisions aren’t always made rationally. In this timely reminder,…
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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…
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12 practical steps to help your clients prepare for the 2027 IHT changes
Aegon’s Elain Cruickshank shares practical tips to help advisers better support client needs given the changes, especially to pensions, that lie ahead.…
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How can adviser intelligence on SMEs drive better protection and wellbeing solutions?
Athos Rushovich, Director of Specialist Health Distribution at Vitality, explains that mental health and wellbeing aren’t just personal issues; they directly affect productivity,…
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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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