Exclusives
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Where can AI deliver real value in financial advice? Industry experts share their insights
Throughout the week in our In Focus series, we examine how firms across the financial advice industry are using, and can use,…
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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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The AI shift in risk, protection and advisory firms
As Kesh Thukaram, Co-Founder of Best Insurance and excitare.ai, sees it, the risk, protection and advisory landscape is undergoing one of the…
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A blizzard of tariffs | Idanna Appio, First Eagle Investments
Idanna Appio, portfolio manager and senior research analyst at First Eagle Investments, examines the Supreme Court’s ruling against the Trump administration’s tariff…
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Beyond the lump sum: putting the pay cheque front and centre in protection discussions
Data shows clients remain more receptive to critical illness cover than income protection. Phil Nash, Chief Sales Officer at Shepherds Friendly, explores…
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How is AI delivering measurable impact across the mortgage and property sector? voices from the market
In a market defined by tight turnaround times, complex documentation and heightened regulatory scrutiny, the mortgage and property sector is under constant…
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Where is AI delivering real value in insurance and protection? Industry experts share their verdict
As AI tools become more embedded within financial services, moving from strategic ambition to operational reality, the insurance and protection sector is…
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Salary versus Dividend: HW Fisher share technical considerations for year-end planning
As we approach the end of the tax year, many adviser-client conversations turn to profit extraction strategies for owner-managed businesses. Neil Maslen,…
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Why we need to move beyond the ‘is AI a threat’ debate and start planning for the future | Opinion from Karen Barrett, Unbiased
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial…
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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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