Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.

Seven firms, including several Financial Planning firms, have achieved Corporate Chartered status with the Chartered Insurance Institute (CII) during September and October.

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.

National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.

Financial Planning software provider Dynamic Planner, has teamed up with online management system Salesforce, the AI CRM.

AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.

Full text of Chancellor Rachel Reeves’ Budget speech to House of Commons on 30 October 2024. This is the text of the speech as published by the Treasury, some minor changes to actual deliver may have been made and some political comments have been redacted by the Treasury.

Sales were mostly flat until 2020. Over the past four years though, they’ve nearly doubled.

An industry survey of 200 compliance officers showed that a mere 12% of respondents currently using AI said they also adopted an AI risk management framework; experts said advisory firms need an AI governance plan ASAP.

Cinda Collins alleged before a FINRA arbitration panel that RBC fired her in late 2019 in an attempt to “steal much of her book of business without compensating her for it.”