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. Origo called for firms to aim for an end to paper-based processes this year. Anthony Rafferty, CEO at Origo, said: “In an environment where digital solutions are rapidly becoming the […]

Strains on U.S. consumer spending such as rising delinquency rates on credit cards largely indicate that Americans’ debt is returning to pre-pandemic levels.

Womens finances are coming more under pressure as the cost-of-living crisis has disproportionately impacted women’s finances and their ability to withstand the potential impacts of a recession. Over a third (36%) of women would not be able to afford their everyday expenses should the UK enter a recession, compared with just a quarter (26%) of […]

From new certifications to better health, here are the goals wealth managers have set for themselves this year.

Explore the last year in Financial Planning magazines. Read each article, or download a digital version.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.