Quilter has begun the process of launching artificial intelligence (AI) tools to its financial advisers, with further tools expected over the next 18 months, according to the wealth manager and Financial Planner’s annual report.
Fintech and Financial Planner CRM provider Plannr has launched a new mobile app for clients.
The FCA has amended its rules on cyber attacks to make existing incident and third party reporting clearer requirements, more consistent and easier for firms to follow.
The Financial Conduct Authority has extended the deadline for applications to its second cohort of AI live testing to 24 March.
Quilter CEO Steven Levin earned a total remuneration package of £4.15m in 2025, according to the company's annual report.
Wealth manager and Financial Planner Titan Wealth has kicked of a dedicated sports division to support professional athletes and sports organisations/executives with Financial Planning, career transition and corporate benefits.
A team of industry veterans has acquired a Scottish financial adviser firm to use as a launch pad for a new wealth management and Financial Planning business called Nine Edge Wealth.
AJ Bell Investcentre has launched a new pension commencement lump sum (PCLS) tracker, which it claims will streamline the PCLS process and save time for advisers.
Paradigm Norton Financial Planning has appointed former FSCS chief executive Caroline Rainbird as a Non-Executive Director (NED).
Coventry-based BRI Wealth Management has completed its acquisition of financial advisory firm West Midlands Wealth Management, for an undisclosed amount.