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Aberdeen develops AI Avatar to discuss portfolios with advisers
4+ hour, 37+ min ago (54+ words) FT Adviser Aberdeen develops AI Avatar to discuss portfolios with advisers follow us on social Aberdeen's model portfolio team are trialling the use of an Avatar capable of providing market and investment updates to clients and advisers. Read the full…...
Financial planning firms say AI will not impact headcount this year
8+ hour, 28+ min ago (66+ words) FT Adviser Financial planning firms say AI will not impact headcount this year follow us on social Some 70 per cent of financial planning firms say artificial intelligence will not impact their headcount this year, according to data from the second…...
Growing use of AI for advice shows consumers want to engage but need help
6+ day, 7+ hour ago (481+ words) Some 40 per cent of Britons have used tools like Chat GPT and Gemini for personal financial advice, according to 2025 research from comparison site Finder. One in six have used generative AI for investing advice and stock tips, and one in…...
Cash management " a growing priority in financial planning
6+ day, 9+ hour ago (84+ words) Cash is no longer just a temporary holding place for liquidity. Economic uncertainty and market volatility are making clients increasingly risk averse, causing them to hold sizeable cash balances for longer. Advisers and clients were surveyed to understand cash priorities....
Data more important than ever as pensions faces "pivotal" moment: TPR
1+ week, 11+ hour ago (75+ words) Client data must be treated as a strategic asset if the pensions industry is to deliver major reforms such as dashboards, according to The Pensions Regulator. Data more important than ever as pensions faces "pivotal" moment: TPR follow us on…...
Is artificial intelligence a threat to software stocks?
1+ week, 1+ day ago (262+ words) Over the past few months, concerns have grown that AI could threaten incumbent software businesses across areas ranging from legal research to cyber security. In late February 2026, the publication of a gloomy "June 2028" futuristic thought exercise by Citrini Research gained…...
Cultural alignment "consistently cited" as cause of failed acquisitions
1+ week, 1+ day ago (49+ words) FT Adviser Cultural alignment "consistently cited" as cause of failed acquisitions follow us on social Data and culture, underpinned by governance and controls, are "critical" for successful acquisitions, research from Next Wealth has found. Read the full story with a…...
Continuum sees large rise in Linked In engagement as assets grow
1+ week, 6+ day ago (61+ words) FT Adviser Continuum sees large rise in Linked In engagement as assets grow follow us on social Financial advice firm Continuum has reported a 426 per cent rise in Linked In engagement in the first quarter of the year, as assets…...
FCA: adviser survey shows "sector evolving not declining
2+ week, 4+ hour ago (535+ words) The Financial Conduct Authority's adviser survey "paints a picture of a sector evolving rather than declining, according to Nick Hulme, head of advisers, wealth, and pension supervision. The FCA found that since 2021, the number of advice firms has fallen by…...