4+ hour, 4+ min ago  (542+ words) The report identifies four major AI driven shifts likely to impact retail financial services. A new review by the FCA sets out how AI could reshape financial services for consumers, firms, markets and regulators by 2030 and beyond. Led by FCA…...

4+ day, 9+ hour ago  (305+ words) By removing the cost barrier, Air hopes to deliver the Academy's learning to more advisers. Later life lending platform, Air Club, has announced that Air Academy is now free to access for all members, removing cost barriers to adviser education…...

4+ day, 10+ hour ago  (398+ words) Advice firms view technology as both critical to the future and one of the biggest barriers to growth, alongside a 15% decline in productivity, new research from Owen James has revealed. Advice and wealth management firms are targeting an average growth…...

5+ day, 9+ hour ago  (227+ words) The "do not plan to use AI" group seen in 2025 no longer exists, with 99% believing it will be positive for the industry. The number of advice professionals using AI has risen by 46% since 2025, with 2 in 5 (41%) now using it, research from…...

5+ day, 10+ hour ago  (274+ words) Financial Reporter Mortgage Intelligence adds Afin Bank to lender panel Afin offers residential and buy-to-let mortgages to customers who may struggle to secure finance from mainstream lenders. Mortgage Intelligence has added Afin Bank to its lender panel, providing network advisers…...

1+ week, 3+ day ago  (825+ words) Richard Howes, managing director at Paradigm Mortgage Services, says information is becoming easier to access, but trust remains difficult to automate. AI is undoubtedly an ever-growing talking point within financial services, although much of the discussion to date has centred…...

2+ week, 6+ day ago  (263+ words) Financial Reporter Twenty7tec strengthens Fin Calc integration to streamline financial planning workflows The latest update helps advisers move more seamlessly between client management and financial planning activities. Twenty7tec has enhanced its integration with Fin Calc, introducing new functionality within ADVICE that enables…...

3+ week, 6+ day ago  (434+ words) Brokers point to document submission and complex cases as areas where technology could streamline the mortgage process. Nearly nine in ten mortgage brokers (89%) want technology to play a bigger role in streamlining the mortgage application process, up from 74% six months…...

3+ week, 6+ day ago  (257+ words) Ash Borland, mortgage business coach at Ash Borland Consulting, explains why the mortgage industry hasn't got a lead problem, it's got a triage problem. Mortgage broking might be the only professional advice sector left in this country that genuinely thinks…...

3+ week, 6+ day ago  (168+ words) The AI tool has been developed with compliance expertise from Simplybiz and threesixty, and will assess advice quality as well as flag up files which may need extra oversight. Fintel will roll out AI powered file checking to all Simplybiz…...