Technology
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PlannerPal launches market-first pre-meeting AI tool for financial advisers
PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has today announced the launch of its Pre-Meeting Prep Pack. The tool…
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AdvisersSoftware.com identify advice tech firms attracting the most attention in 2025
2025 was an unprecedented year for advisers researching new technology. The leaderboard (below) of visitors to the AdviserSoftware.com technology reviews reflect major…
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Advice and AI – good vibes for 2026?
Katie Brinsden, Managing Director of Truly Independent, reflects on the rise of “vibe coding” and what it signals for advisers in an…
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One in five advisers use sourcing platforms to access tools to improve client conversations and outcomes
The latest research by Advise Wise has highlighted the variety of functions that sourcing platforms perform outside of product source and key…
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AI in financial advice faces ‘reality check’ as new Aveni report reveals gap between ambition and readiness
A new thought leadership report –Transformation Nation: The AI Innovation Shift in financial services – has been launched today by Aveni. Incorporating candid insights from…
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2026 prediction: From AI noise to real life connection
Nikki Zammit, Founder & Director of Realise Wealth Management, examines how the rapid rise of artificial intelligence in personal finance is exposing…
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True Potential launches Indigo Smart Assistant® – its AI tool, empowering advisers to work swifter, sharper and smarter
True Potential has today unveiled Indigo Smart Assistant® – its new, proprietary AI tool which looks to revolutionise how advisers and clients…
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Unbiased launches new series on AI implementation in UK financial advice
Unbiased, the UK’s leading financial advice platform, has launched AI in Advice, a new regular interview series bringing together the innovators using artificial…
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Mind the advice gap – is technology the answer? Laura Cornely of Count Finance thinks so…
Almost 90% of adults in the UK don’t have access to financial advice, according to the FCA’s latest financial lives survey.[i] That’s…
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How AI is transforming the financial adviser’s role
Artificial intelligence (AI) is rapidly reshaping the financial advice industry, helping firms boost efficiency, enhance client service and streamline operations. Matt Duncan,…
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