Articles
While there may be challenges to deal with down the line, a new report for Financial Planning Today Magazine found that at present, most Planners do not feel threatened by AI.
Consumer Duty to 'speed up' adoption of AI by advisers
Written by Kat MitchellThe Consumer Duty could lead to a ramp up in the number of financial advisers adopting AI and machine learning in 2024, according to fintech Origo.
Comment: What Paraplanners can learn from rugby
Written by Kat MitchellIn the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.
£1.3bn lost to unclaimed pension tax relief
Written by Kat MitchellBritons have lost out on £1.13bn of pension tax relief in the five years to 2020/21, according to Hargreaves Lansdown.
Evelyn launches Planner training graduate scheme
Written by Kat MitchellFinancial Planner and wealth manager Evelyn Partners has launched a Financial Planning graduate programme.
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Womens' finances are coming more under pressure as the cost-of-living crisis has disproportionately impacted their ability to withstand the potential impacts of a recession, according to a new study.
Co-founder of Norwich Planner SGWM dies at 61
Written by Kat MitchellStephen Girling, managing director and co-founder of Norwich-based Financial Planning firm SG Wealth Management, has died at home.
Amanda Blanc, the group CEO of Aviva, has been made a Dame in the New Year Honours list for “services to business, to gender equality and to net-zero.”
Major US-owned fund manager Vanguard, one of the world’s largest investment firms, has opened a new office in Manchester.