News
Advice firms preparing AI so advisers can deliver the ‘big beautiful plan’
2+ hour, 12+ min ago (664+ words) Advisers may not know where AI developments are going to land, but they are getting ready to roll out processes that do the "heavy lifting. These were among the findings of the 2026 adviser survey from BNY Investments, carried out by…...
B-Compliant partners with AdviceObjects on suitability reports
6+ hour, 5+ min ago (153+ words) AdviceObjects had previously received requests from clients for assistance with suitability reports, a key compliance component of consumer duty. "This collaboration enhances both compliance quality and operational efficiency, enabling advisers to spend more time with clients and less time on…...
AI referrals sees rise in younger clients seeking out advisers
7+ hour, 26+ min ago (1136+ words) To AI or not to AI? That, it seems, is no longer the question. For a growing number of Gen Z and millennial investors, the debate is not whether to use AI, but how best to deploy it." In a…...
Vulnerable business owners could be uninformed on protection
5+ day, 52+ min ago (318+ words) Those most in need of business protection may be unaware of the benefits it can provide, Trethowans partner and head of private client, Mihiri Gajraj has said. Speaking during Business Protection Focus Week, which runs until February 27, Gajraj pointed out…...
8AM’s model portfolio gives advisers protection with growth
1+ week, 5+ day ago (237+ words) A model portfolio for advisers has been launched by 8AM Global. The actively managed portfolio has 100 per cent capital protection and is aimed at clients close to retirement or in drawdown. Paul Hogg, head of distribution at 8AM Global, said: "Traditional model…...
Ample opportunity for advisers in business protection space
1+ week, 6+ day ago (390+ words) The business protection market is a good opportunity for mortgage advisers as this space continues to grow, Swiss Re technical manager, Ron Wheatcroft, has suggested. Ahead of Business Protection Focus Week, which runs between February 23 and 27, Wheatcroft pointed out there…...
Advisers have ‘real appetite’ for tailored client communications
2+ week, 9+ hour ago (377+ words) Tailored communications to clients is key in a post-consumer duty world, claim bosses at Hymans Robertson Investment Services." Kate Rainbow, head of key accounts at HRIS, the discretionary fund manager launched in 2020 by Hymans Robertson, said the increased regulatory burden…...
Intelliflo launches AI assistant to cut adviser admin
2+ week, 6+ day ago (45+ words) Intelliflo launches AI assistant to cut adviser admin'FT Adviser Intelliflo launches AI assistant to cut adviser admin follow us on social Intelliflo has upgraded its digital offering for advisers with the introduction of an artificial intelligence assistant. Read the full…...
Fall in number of small advice firms signals ‘real challenges ahead’
2+ week, 6+ day ago (63+ words) Fall in number of small advice firms signals "real challenges ahead'FT Adviser Fall in number of small advice firms signals "real challenges ahead follow us on social There has been a 14 per cent drop in the number of advice firms…...
Internships are ‘the missing step’ in financial advice’s talent pipeline
3+ week, 12+ hour ago (60+ words) Internships are "the missing step" in financial advice"s talent pipeline'FT Adviser Internships are "the missing step" in financial advice"s talent pipeline follow us on social Internships are patchy in financial advice, largely due to the burden of compliance…...