Nick Eatock, CEO of Intelliflo, looks at how AI, better-quality data and rising client expectations are accelerating change across advice firms, with technology now forming the...
Nick Eatock, CEO of Intelliflo, looks at how AI, better-quality data and rising client expectations are accelerating change across advice firms, with technology now forming the...
The current approach to AI in financial services risks "serious harm" to consumers and the wider system, the report argues.
The tool allows brokers to identify the right mortgage products without leaving their CRM.
Ifthikar Mohamed, mortgage adviser and director of MortgagX, explains why 2026 marks the arrival of the AI-powered mortgage broker, discussing the shift towards using AI tools in the...
Digital 'advice' (30%) now rivals advice from friends, family and finance sites (31%).
The AI assistant aims to enhance productivity, personalise advice, and streamline client interactions.
The project will help the FCA better understand how AI could shape UK financial markets and inform its future approach to the technology.
Fewer than 5% of financial advisers have full AI policy, guidelines and sign-off.
The new AI Readiness Scorecard tool will help firms understand how effectively they are using technology.
55% of advisers say they are very or somewhat likely to change their AI tools in the next 12 months.
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