Technology
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Advisers turn to SOFI: AI founded on the world’s most comprehensive pensions dataset
mallowstreet, the B-Corp behind the industry’s leading adviser-technology SOFI, has reported a surge in adoption of its AI-powered meeting and compliance platform.…
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Artificial Intelligence bubble: How much longer can the rally continue?
The Artificial Intelligence boom has driven global equity gains, though bubble concerns persist. Daniel Casali, Chief Investment Strategist at Evelyn Partners, notes…
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Rathbones Asset Management’s Thomson backs real-world winners of the AI revolution
Artificial intelligence (AI) is transforming industries far beyond Silicon Valley from eyewear and e-commerce to the infrastructure powering the digital economy, according…
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Guest insight |The new outsourcing: intelliflo’s Richard Wake why advice firms are increasingly turning to technology
As advice firms look to boost efficiency and client engagement, many are discovering that the smartest outsourcing decision isn’t to a third…
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Are we in an AI bubble?
Artificial Intelligence has captivated investors and policymakers alike, but is the excitement justified or are we in the early stages of an…
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AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She notes that while advisers…
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AdvisoryAI whitepaper reveals path to triple advice firm valuation through AI-enabled efficiency
AdvisoryAI, winner of the Schroders Outstanding Innovation Award, today released research demonstrating how AI implementation can double adviser capacity and triple firm…
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Fintel launches standalone distribution platform, Omnicore
Fintel has announced the launch of Omnicore, an intelligent distribution platform designed to provide a strategic conduit between providers and advisers. Launched…
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Saturn upgrades pioneering AI meeting notes tool for advisers
Saturn has upgraded its pioneering AI Meeting Notes tool to help advisers summarise and review client meetings, enabling them to be compliant…
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PFS Autumn Roadshow explores AI in wealth management
The Personal Finance Society (PFS) 2025 Autumn Roadshow began with its first event in Surrey on Thursday, the first of a series…
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