IFA advice reports, for many firms, haven’t changed in decades. A bit more digital, perhaps. Branded PDFs instead of fol...
In the year 221 BCE, somewhere between the baked earth of the Wei Valley and the shadowed halls of Xianyang Palace, a ma...
What the New AI Partnership Means for Financial Advisers The UK has just taken a major step in AI policy and adoption. A...
What Are Data Centres and Why Are They Critical for AI? Data centres are specialised facilities that house servers and n...
In December 1804, deep inside the Tuileries Palace, tucked within a cramped office in the Ministry of Finance, a man lea...
In a recent talk at the WSJ Leadership Institute, Yuval Noah Harari delivered a sharp warning to us all. The new age of ...
Author’s Note: This article references findings from Anthropic’s research paper, Agentic Misalignment: How LLMs could be...
Financial planning is built on informed judgement. But the reality is, client details are sometimes incomplete, client o...
A strong AI output starts with clear instructions. If you are using AI tools to save time, improve reporting, or reduce ...
It is AD 60, and the streets of Rome are restless. Senators whisper behind cloaks, temples burn incense for the emperor’...
AI is evolving faster than most organisations can react. In a single day, a small startup can dethrone tech giants, shif...
Built with UK financial advisers in mind, Automwrite now offers a faster, more flexible way to write personalised suitab...
First person perspective If you find yourself waking up in the spring of 1537 in the fine, incense-scented corridors of ...
It is the spring of 2030. Somewhere between a glowing desk pod in London’s financial district and a quiet converted bedr...
In financial advice, data doesn’t always move the way it should. A meeting happens.Notes are made — somewhere.Updates ar...
If you work in a mid-sized or large advice firm in the UK, odds are you’ve had the same conversation more than onc...
Recently, I had the privilege of attending a fireside chat on AI in the workplace with several accomplished women in lea...
Operational inefficiency is easy to overlook when advice is still being delivered. But in the context of Consumer Duty, ...
In business, ‘scaling’ is often misunderstood. It’s easy to assume growth means doing more… Serving mo...
From Mental Load to Meaningful Work Suitability reports, a core domain of paraplanners hunched over word processors, wre...
On 26 March 2025, Chancellor Rachel Reeves delivered her Spring Statement. She announced £3.4 billion in welfare reforms...
Data shows the advice industry has stagnated when it comes to efficiency. For the past five years, advisers have made no...
How the Spring Statement 2025 Impacts Financial Advisers and Their Clients The world doesn’t stop for the Chancellor’s S...
Time as a financial adviser is precious commodity. Yet, a significant portion of advisers’ schedules is consumed b...
The Future of UK Financial Advisory in 2025 Shaped by evolving regulatory frameworks, technological advancements, and sh...
The Future of Suitability Reports The financial planning industry is undergoing a major transformation. AI and automatio...
The Place of The Suitability Report As an IFA, you know that before any financial plan is drafted, the real work begins ...
Key Trends in 2025 UK Finance A perfect storm of regulatory change, digital transformation, and evolving investor expect...
How the UK AI Action Plan Benefits Financial Advisers With the UK government’s recently published AI Opportunities Actio...
Independent Financial Advisers (IFAs) are navigating a complex and demanding landscape. The mounting regulatory burden, ...
I distinctly remember a few years ago when one of my classmates, Dan – now one of our founding engineers said he heard o...
