Insights & Updates
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Pension switching continues to be one of the most scrutinised areas of retail investment advice in the UK. Suitability r...
In reflecting on what holds a small advice firm together when the days get long and the workload grows – culture s...
The rise of “AI suitability report generation” is often framed as progress towards faster document production, fewer err...
A new white paper covered in FT Adviser describes something every adviser already knows: suitability reports take too lo...
Finance has always been a system that monitors itself. It measures change, models uncertainty, and regulates its own beh...
Understanding the Impact of the US-UK Technology Prosperity Deal In September 2025, the United Kingdom and the United St...
What Recent Research Reveals About Client Satisfaction in Financial Advice Financial advice is most valuable when it hel...
The Smart Data Revolution and Open Finance Financial advisers have spent the past few years adapting to the Consumer Dut...
Consumer Duty and the Risk of Inconsistent Reporting Standards When a single adviser produces a slightly different repor...
The FCA Is Betting on AI. Will Advisers Keep Up? The Financial Conduct Authority is not introducing artificial intellige...
The FCA’s recent consultation (CP25/17) and the findings from its Financial Lives Survey 2024 highlight persistent chall...
Clean Data, Clear Decisions: Mastering Data Hygiene in Financial Advice Workflows Data hygiene represents the systematic...
Why Synthetic Data Lessons Apply to Adviser Record-Keeping In August 2025, the Financial Conduct Authority (FCA) publish...
In the past financial year 24/25′, the FCA issued “37 Final Notices, secured 5 criminal convictions, imposed...
Automwrite has rolled out several new features designed to reduce administrative workload, support compliance, and make ...
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...
