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  • AI is forcing FCA to rethink regulatory approach says Rathi

    With AI developments moving ‘dramatically faster’ than the frameworks governing it, the FCA is having to make changes of its own, according to chief executive Nikhil Rathi.

  • 1 in 3 pension professionals see AI closing advice gap

    A third (34%) of pension professionals see the use of artificial intelligence to support member advice and guidance to help close the advice gap, according to a new report.

  • AI is accelerating pace and scale of financial crime warns FCA

    Criminals are innovating faster than law enforcement can respond, according to a warning from Therese Chambers, joint executive director of enforcement and market oversight at the FCA.

  • Editor’s Comment: Why AI is neither villain nor saviour

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

  • Network adds AI ceding scheme tool

    Financial Planning network Rosemount Financial Solutions (IFA) has added an AI-powered tool designed to simplify dealing with ceding scheme providers.

  • Intelliflo adds agentic AI to practice management system

    Agentic artificial intelligence will form a core part of the new Intelliflo Office practice management system set to launch later this year.

  • 9 in 10 advisers expect AI to affect client relationships

    Two in three advisers (68%) have concerns about clients turning to AI for financial advice instead of human advisers, according to a new report.

  • Network adds AI financial promotions tool

    Financial Planning firm Rosemount Financial Solutions has added a new artificial intelligence (AI) tool to speed up financial promotion approvals for its adviser members.

  • Octopus AI-driven estate planning arm buys law firm

    Octopus Legacy, Octopus Group's AI-driven estate planning business, has acquired the private client team from NewLaw Solicitors for an undisclosed sum.

  • 4 in 5 advisers raise client minimum assets to £168,000

    Most financial advice firm (78% or 4 in 5) have raised their minimum investable assets for clients over the past year, with the average minimum client assets threshold up to £168,000.

  • Isio acquires AI-driven fintech

    Wealth management firm Isio is to acquire fintech and AI-driven technology and investment firm Collidr for an undisclosed sum.

  • Fairstone adds AI tool

    Expanding Financial Planner and wealth manager Fairstone has added a new AI tool in partnership with Saturn AI.

  • Stacey Body: FCA must unleash full power of AI to help millions

    The FCA’s Mills Review is asking the right questions about AI – that is questions about agentic systems, algorithmic bias and market concentration but for those of us on the frontline of Financial Planning, there’s a more immediate problem that risks getting lost in the debate about 2030, writes Aventur CEO Stacey Body.

  • GBST adds agentic AI to Composer

    GBST has built and deployed agentic AI into its Composer platform to automate high-volume administration processes.

  • Use of AI now 100% across pensions industry

    Artificial Intelligence (AI) is now being used universally across the pensions industry with all members of the Society of Pension Professionals are now using AI, up from nine out of 10, 87%, who said they were using it last year.

  • Record 2,784 advisers feature in VouchedFor guide

    VouchedFor’s 2026 Top Rated Financial Adviser Guide features a record 2,784 advisers this year.

  • Quilter rolls out AI tools to advisers

    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.

  • FCA extends AI live testing deadline

    The Financial Conduct Authority has extended the deadline for applications to its second cohort of AI live testing to 24 March.

  • 3 in 4 Planning firms expect profit growth in 2026

    Steven Nelson, insights director at The Langcat

    Over three quarters (78%) of Financial Planning firms expect their profits to grow in 2026, according to a new report.

  • Fintech adds pre-meeting AI tool for Planners

    Plannerpal uses AI technology to generate meeting transcripts, actionable summaries and written follow-ups.

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

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