Financial Planning CRM Plannr has launched a two-way integration with widely used Financial Planning software provider Dynamic Planner.

The adoption of artificial intelligence (AI) tools by financial advisers has risen from 43% to 74% in a year, according to Intelliflo’s 2026 UK Advice Efficiency report.

Leading AI provider Anthropic is to support the second tranche of firms entering the FCA's 'Supercharged Sandbox' testing programme after the regulator signed a deal with the company.

There’s been much talk of late about AI (artificial intelligence) and its potentially huge impact on financial services and Financial Planning.

Adviser platform Transact is to update its API to improve how its platform connects with other Financial Planning software, including CRM systems.

AJ Bell has extended its technology partnership with GBST for another decade in a move the two firms say sets out “a clear roadmap for the continued evolution of AJ Bell’s advised and direct to consumer (D2C) platform.”

Under the agreement, GBST’s Composer wealth administration platform will continue to support AJ Bell’s advised and D2C channels.

AJ Bell has seen strong growth in recent years. Last week it revealed the number of advised customers rose 7% year-on-year to 189,000 in the first quarter of the year.

The quarter saw a record growth in customer numbers, increasing by 50,000 in the quarter across both b2c and consumer to close at 723,000. a rise of 22% in the last year. Total d2c customers rose 28% year-on-year to 534,000.

Assets under administration also rose 1% over the quarter, and 20% year-on-year, to £108.7bn as at 31 March.

GBST’s Composer platform underpins key operational capabilities across AJ Bell’s advised and D2C channels.Michael Summersgill, CEO of AJ Bell, said: “GBST has been a key technology partner for many years, supporting the development of both our advised and D2C propositions. This long-term partnership reflects the strength of our relationship and our confidence in GBST’s ability to help us scale and innovate, enabling our business to continue to grow.”

Rob DeDominicis, CEO of GBST, said: “Investment platforms play a central role in the UK wealth market and the technology that underpins them must adapt as adviser and investor expectations change.

“Our continued investment in the Composer platform, cloud-based delivery, and emerging AI‑enabled capabilities allows firms like AJ Bell to benefit from modern, scalable technology that enables long-term growth, operational resilience, and improved decision-making while maintaining the reliability advisers and investors expect.”

AJ Bell will announce its full interim results for the six months ended 31 March on 31 May.

Intelliflo has entered a partnership with Swedish-owned Söderberg & Partners to add its adviser tools to the Intelliflo platform.

Fintech and data provider Defaqto has launched a single technology platform encompassing practice management, financial planning, product research/panels, and compliance.

Fintech Plannerpal has launched a new AI tool which standardises meeting preparation by compiling key information ahead of reviews.

The FCA is to open applications for a second cohort of live AI testing in January, with participating firms able to start testing in April.

Nine in ten firms have taken on a larger number of clients under the age of 40 than in previous years, according to a new report.

Octopus Group’s financial advice proposition Octopus Money has added AI assistants to help with administrative and planning tasks.

Financial planning-led wealth manager Atomos has partnered with fintech Fincalc to strengthen its centralised retirement proposition and client onboarding processes.

Financial Planners Nicholas Ryan and David Mills have launched a new practice management software firm called Pilot.

The average financial advice firm has onboarded 13 new clients each week this year, up from 6 in 2024 and a rise of 116%, according to a new report.

The FCA suspended, removed or blocked more than 1,600 websites last year where it suspected them of promoting financial services products and services without permission.

Fintech firm Plannr has partnered with SmartSearch to add anti-money laundering (AML) verification and monitoring technology to its CRM platform.

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

The FCA is embracing technology to help it be more “user-friendly” by reducing regulatory burdens and adopting a more dynamic approach to supervision and authorisation.