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  • Plannr adds AI assistants to CRM

    Fintech Plannr has launched an integration with AI platform for financial advisers Advisory AI.

  • 2 in 3 Financial Planners utilising AI

    Two in three Financial Planners are using artificial intelligence (AI) tools or are planning to within the next 12 months, according to a new report.

  • Editor’s Comment: Why I’m in two minds on FCA's AI love affair

    I have to confess that I am in two minds on the rapid spread of AI into regulation, despite assurances from the FCA that it will help cut down on admin and generally be a boon.

  • CII calls on firms to educate staff on AI benefits and risks

    Professional body the Chartered Insurance Institute (CII) has called on financial services firms to educate all employees on the potential opportunities - and risks - of artificial intelligence (AI).

  • FCA and ICO to investigate Consumer Duty and AI

    The FCA and ICO will investigate whether the Consumer Duty and other factors are potentially slowing down the development of AI in the regulated sector.

  • Few advisers planning to use AI

    The majority of independent financial advisers say they have no plans to add artificial intelligence (AI) to their client services in the next year, despite seeing the technology as an opportunity.

  • New Financial Planning Today Magazine

    The latest issue of Financial Planning Today Magazine - our exclusive publication for Financial Planners, Paraplanners and Wealth Managers - is now available and features a detailed review of the latest Planner Technology, including a look at the Financial Planning firms already using AI to improve their workflow.

  • FCA launches Lab to help firms implement AI solutions

    The FCA has launched an AI Lab to help the firms it regulates build and implement artificial intelligence solutions.

  • Artificial intelligence cited as FCA explores how to solve 'advice gap'

    The front cover of the latest Financial Planner magazine which looks at business technology. It is out next week
  • 'Automated advice is no substitute for human adviser'

    Steve Baker MP, a Treasury Committee member
  • Financial Planner: Artificial intelligence can replace advisers

  • First machine-run investment system to ‘eliminate emotions’

    Sanlam website
  • Investment manager to launch Artificial Intelligence fund

    Smith & Williamson website
  • Vanguard says advisers and planners 'vital' to its future

    Defaqto Investment Conference in London
  • FCA says 31 more firms to join ‘regulatory sandbox’ initiative

    FCA's Christopher Woolard
  • ‘Don’t wait for AI to advance’, says pensions firm

    Garry Wake, managing director, Trafalgar House
  • Aberdeen Standard launches new global equity AI fund

    Martin Gilbert
  • CII sets out ethical AI and data stance

    Keith Richards
  • FCA and Bank of England set up new AI forum

    Artificial Intelligence could transform financial services
  • Martin Bamford: Why AI will transform Financial Planning

    Martin Bamford

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