technology
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4admin is reshaping data gathering and the future of admin for advice firms
When we last caught up with 4admin back in August 2024, founder Arran Kingston was a one-man powerhouse building tools to simplify…
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UK finance leaders feel AI could be a threat to senior roles – but CFOs are less concerned
The majority of finance leaders feel AI could eventually be a threat to senior finance roles, including their own. This is according…
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£7 trillion at stake: How most advisers are failing to engage with the Great Wealth Transfer
New research by Unbiased Pro, the UK’s leading AUM growth platform for financial advisers, reveals a gap in advisory preparedness for the Great Wealth Transfer, the largest…
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Virgin Money investment business rebranded as Octopus Money Direct
Octopus Money has now completed its acquisition of Virgin Money’s investment business, following FCA approval. As of today, the business is rebranded…
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Broadstone launches second UK Employee Benefits landscape report
Broadstone, leading, independent UK consultancy delivering expert advice to employers, insurers, pension scheme trustees and lenders, has published its second UK Employee…
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Brooks Macdonald announces new partnership with BAFTA
Brooks Macdonald is pleased to announce it has become the Official Wealth Management Partner to BAFTA. A globally renowned charity, BAFTA champions…
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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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Brooks Macdonald announces the appointment of Euan Munro as a Non-Executive Director of the Board
Brooks Macdonald Group plc (“Brooks Macdonald“) announces the appointment of Euan Munro as a Non-Executive Director of the Board, effective as of…
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Financial stability and mental health: the toll on women at work
Financial stress is now the leading strain on employees’ wellbeing, with women disproportionately affected, the TELUS Mental Health Index shows. Paula Allen,…
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Platforms improve one year after damning report – but more than half of advice firms still hit by poor service
More than half of financial advisers have seen their business impacted by poor service from platforms, according to new research from Parmenion.…
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Why a painful Budget is ultimately an opportunity for advisers | Truly Independent’s Elliot Daniels
The Chancellor’s Budget may have delivered plenty for people to think about as they plan their finances, but it’s also highlighted just…
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AdvisoryAI builds free budget analyser to help advisers navigate Budget 2025
When the Chancellor delivered the Autumn Budget on Wednesday, we found that most advisers were scrambling to understand what the changes meant…
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Only a fifth of advisers have developed clear profiles for their target clients – latest research suggests those without may be limiting their growth opportunities
Featuring the views of over 200 advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed a…
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Mind the AI governance and due diligence gap – NextWealth’s latest report highlights learnings for adviser firms
The latest report in NextWealth’s Adviser Tech Stack series – Clearing the path for AI in advice – ranks the material barriers…
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Schroders appoints first Head of ETFs as ETF franchise surpasses $1bn AUM
Schroders, a global leader in active management, today announces the appointment of its first Head of Exchange-Traded Funds (ETFs), to further drive…
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Study reveals wealthy investors are losing faith in the UK fior investing and business
Wealthy investors are losing faith in the UK as a place to start a business and invest, new research* with individual investors…
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Angela Byrne appointed CEO of Pensions & Savings at Standard Life
Angela Byrne has been appointed as the next Chief Executive Officer of Standard Life’s Pensions & Savings business. She will join the…
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FE fundinfo unveils unmatched fund flow intelligence with acquisition of Finscape
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the acquisition…
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Financial Ombudsman Service driving reform and delivering improvements as it sets out its plans for next year
The Financial Ombudsman Service has said the continuous delivery of changes and improvements to its service will be a key focus for…
