AI, automation, and the evolving FCA regulatory landscape.
The FCA chief warns AI is accelerating financial crime, Dynamic Planner appoints a CTO to lead its agentic AI push, and a survey finds most UK advisers are now comfortable with agentic AI on their platforms.
Read the full postA new AI compliance tool built around continuous monitoring launches this week, Aberdeen trials a portfolio-discussion AI avatar for advisers, and two leading UK platforms jointly win the industry's top AI award.
Read the full postMost conversations about speeding up annual reviews focus on the suitability letter. The letter is rarely where the time goes. Here's an honest stage-by-stage account of what the full review process costs — and where the real bottlenecks sit.
Read the full postThe FCA Supercharged Sandbox opens its agentic AI intake today, a Cambridge study finds banks are racing ahead of regulators, and a fresh survey says most advice firms don't expect AI to cut jobs.
Read the full postThe FCA names eight firms in its second AI Live Testing cohort, EY finds nearly half of consumers now use AI for money decisions, and a wave of new adviser tools launches.
Read the full postThe FCA names AI governance as a 2026 priority, publishes its open finance vision with a warning for advisers, and the Bank of England announces AI agent stress-testing plans.
Read the full postGeneral AI tools fail broker safety checks two-thirds of the time. The FCA holds its principles-based line but flags unregulated AI chatbots as a growing risk. And the paraplanner shortage isn't going away.
Read the full postImplementation has replaced experimentation. A free AI cash flow tool for advisers, two FCA frameworks now live, and agentic AI moving from pilot to production.
Read the full postBy 2028, the typical IFA practice will look different: fewer admin staff, more advisers on growth, AI handling routine compliance. We explore the coming shift in practice economics and operating models.
Read the full postAdvisory.ai, Marloo, Aveni, Saturn — each solves a different problem. IFAgent handles the operational layer in between. Understanding the difference helps you invest in the right technology for your practice.
Read the full postStop guessing about AI ROI. We've benchmarked real workflows against NextWealth's 2025 industry data: annual review prep, suitability reporting, compliance checking. See the hours saved and revenue impact for a typical IFA practice.
Read the full postA year ago, AI felt like a novelty. Today, it's mission-critical. We explore the breakthroughs that now make AI reliable enough for regulated financial advice workflows.
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