PFS paraplanner of the year Scott Daniels says that while AI is undeniably powerful, it works best in collaboration with human paraplanners... I heard about an event recently where an artificial ...

Former Titan Wealth contractor-turned-employee Marian Okunola appeared in Uxbridge Magistrates' Court today (12 November), ...

Model portfolio service (MPS) and multi-asset fund comparison site Mabel Insights has added 7IM as its latest discretionary ...

Clients now want both real-time digital interfaces and the human touch from their financial adviser, leaving planners in a tough spot which technology will eventually solve, according to Monzo and ...

Campaign group the Transparency Taskforce has called on chancellor Rachel Reeves to address the “trust deficit” in the financial services sector.

The group's recent study with 46 general practitioner, specialist and hybrid advisers found 46% believe AI and its potential ...

Personal Finance Society (PFS) chair Christine Elliott has admitted the ongoing dispute between the organisation and the Chartered Insurance Institute (CII) is professionally embarrassing but assured ...

MPS and multi-asset fund comparison site Mabel Insights has added Waverton as its latest DFM partner. Waverton is the latest partner addition for Mabel, which has announced a slew of partnerships this ...

The chancellor’s move to include pension funds in the inheritance tax (IHT) regime in the Budget was the biggest shake-up in advice in decades and will bring a host of complexities to the planning ...

Charterhouse (Chester) Limited, trading as Charthouse Asset Management, has been declared failed by the Financial Services ...

Charterhouse (Chester) Limited, trading as Charthouse Asset Management, has been declared failed by the Financial Services ...

Advisers are calling for enhanced compliance processes to use artificial intelligence (AI) for financial advice provision, according to a survey by AdviserSoftware.com. Its poll of more than 100 ...