Technology
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Model Office launch new automated, integrated and AI empowered client file review dashboards
The requirement for advice firms, networks and support services to be data led and deliver data driven reports and MI across key…
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Transforming your advice business with technology: Year-round reassurance and seamless reviews
Over this series of columns, Rowan Whittington, Chief Product Officer at Dynamic Planner, has been looking at how advances in technology can…
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Simplifying the route to investment implementation
Alan Easter, chief commercial officer at intelliflo, highlights the growing need for more connected technology across the advice process, warning that fragmented…
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Patrick Murphy on why operational resilience is becoming a board-level issue for IFAs
In this third article in his series, Patrick Murphy explains why operational resilience is becoming a board-level priority for advice firms, and…
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Pension Schemes Act to accelerate AI-led transformation across the pensions sector
Delivering the package of reforms across both the defined contribution (DC) and defined benefit (DB) markets will accelerate the role of artificial…
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Private markets boom, but 72% of UK retail investors still sit out – Morningstar survey reveals
As AI adoption rises and private markets expand, UK investors are increasingly looking to advisers for more than just returns – they…
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Study shows AI communications surge across financial services as compliance gaps emerge
New research from Smarsh®, reveals that generative AI has rapidly evolved from an emerging tool to a fixture of daily working life for UK financial services and…
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Patrick Murphy on why outsourced IT does not outsource responsibility
In this second article in his series for IFA Magazine on operational resilience for advisers, Patrick Murphy explains why outsourcing IT does…
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WealthAi launches AI-powered compliance solution for wealth managers
WealthAi, the AI operating system built for wealth management, is launching its Compliance Solution – an agentic AI tool that helps compliance…
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Survey finds 25% of people act on financial advice from social media
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance…
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