Technology
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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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Launching new AI empowered training and development software
Training and Competence (T&C) supervision has always suffered from ‘swivel chair compliance’ with supervisors and auditors using disparate resources such as check…
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How AI is making financial advice smarter and scalable | Stu Breyer, mallowstreet
In his latest blog for IFA Magazine, Stu Breyer, CEO of mallowstreet, the B-Corp insights network behind SOFI, a proprietary AI tool…
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From hurdles to horizons: AI adoption in financial services under the EU AI Act
As EU lawmakers refine the AI Act, financial services firms must navigate a shifting landscape where compliance, innovation and risk management collide.…
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Over a third (37%) of financial services employees say they often use public AI tools for work purposes
Today, Smarsh, the global leader in communications data and intelligence, reveals new research that highlights UK financial services employees’ perspectives on artificial intelligence…
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The AI imperative in asset management: FE fundinfo’s Adam Graham explains why operational readiness comes first
As AI continues to dominate strategic conversations across the investment sector, the reality for many asset managers is that operational fragmentation, legacy…
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Adviser insight: You couldn’t make it up – but AI just did | Truly Independent’s Katie Brinsden warns of the risks of the wrong tech
When a piece of “cutting-edge” AI adviser tech starts obsessing over personal grooming and cat furballs, it’s time to ask: are we…
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AI adoption and workplace culture: why empowerment, not just efficiency, is the real opportunity
When we talk about AI in the workplace, the conversation often jumps straight to cost savings and job cuts. But what if…
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