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.
The 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.
In 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.
Britons have lost out on £1.13bn of pension tax relief in the five years to 2020/21, according to Hargreaves Lansdown.
Financial Planner and wealth manager Evelyn Partners has launched a Financial Planning graduate programme.
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.
Stephen 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.
Premium Bonds have created 24 new prize-winning millionaires in 2023.