Technology
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AI in financial advice: building smarter workflows around trusted data
Jodie Gallagher, Head of UK IFA Products at FE fundinfo, looks at how AI is being used to strengthen the operational backbone…
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Opinion | AI can unlock the human value of advice
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial intelligence (AI)…
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New Smarsh insights report finds governance—not adoption—will determine which companies succeed with AI
Smarsh, the global leader in communications data and intelligence, has released its 2026 Insights Report, warning that regulators are rapidly moving beyond…
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OpenAI closes $110bn in funding agreement
OpenAI has closed a $110bn funding round, marking one of the largest private capital raises in the technology sector and underscoring the…
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AI will be transformational when used as a tool: insight from Cambridge & Counties Bank
As artificial intelligence continues to reshape financial services, its role within specialist property lending is accelerating. From streamlining credit applications to enhancing…
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Fintech ammonite-ai launches AI-powered Planbot, slashing report writing times for advice firms
Today, ammonite-ai is officially launching Planbot, its AI-powered report writing and file note software aimed at advisers and their businesses. With report…
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Where can AI deliver real value in financial advice? Industry experts share their insights
Throughout the week in our In Focus series, we examine how firms across the financial advice industry are using, and can use,…
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Why we need to move beyond the ‘is AI a threat’ debate and start planning for the future | Opinion from Karen Barrett, Unbiased
Throughout the week in our In Focus series, we’ll be looking at how financial advice firms are using, and can use, artificial…
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The AI-driven productivity tide may not lift all boats says PIMCO’s Tiffany Wilding
Tiffany Wilding, economist at PIMCO, warns that while AI-driven productivity has supported US growth and asset prices, the gains are accruing largely…
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How to ensure your digital transformation doesn’t fail
Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear goals and the right…
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