Technology
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The AI challenge facing financial services (and how to turn it into an advantage)
Artificial intelligence is rapidly reshaping the role of financial advisers, creating both significant disruption and opportunity across the sector. Tasks that once…
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New report: AI can’t replace human advice as demand for trusted advisers grows
Human financial advice is becoming increasingly important despite consumers turning to technology for support, according to the newly launched VouchedFor 2026 Top Rated…
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ValidPath Group appoints Chief Technology Officer to scale AI infrastructure for financial advice
Rimbal, the parent group of ValidPath, the network for independent financial advisers, has today announced the appointment of Brian Wagner as Chief…
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Aveni selected by Quilter to support deployment of AI powered support across adviser network
Quilter Financial Planning, has selected AI-specialist fintech Aveni to support the introduction of AI into day-to-day advice operations, with its product Aveni Assist now…
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AI in protection: from efficiency play to growth engine
As artificial intelligence rapidly shifts from theory to real-world application, its impact on financial services is becoming impossible to ignore, and the…
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Aviva extends industry-first AI underwriting tool to critical illness cover
Aviva is expanding its AI underwriting summarisation tool to support individual critical illness (CI) insurance applications in another industry-first innovation. The move…
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Plannr Launches new mobile app, extending fully integrated client portal
Plannr Technologies Ltd, the modern, API-first CRM provider for financial advice firms, today announced the launch of its new mobile app, Wealth…
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Financial advice needs humans and AI tools working in tandem, say ammonite AI founders
Faster delivery of quality advice requires advisers, paraplanners and administrators working in tandem with the AI tools they use, say Rob Harradine,…
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AI overload: Are advisers building tech stacks when what they really need is one solution?
Artificial intelligence is rapidly becoming part of the adviser toolkit. What started as experimentation with tools like ChatGPT has quickly evolved into…
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IA Engine drives innovation and welcomes seven new FinTech firms to its Innovator and Advanced Access Programmes
The Investment Association’s (IA) FinTech hub and accelerator, IA Engine, has today announced the latest cohort of firms to join its Innovator…
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