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AI use among financial advisers rises by 31 percentage points in a year


By Jack Gray

The proportion of UK financial advisers using artificial intelligence (AI) has increased by 31 percentage points over the past year, analysis from Intelliflo has revealed


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Moneybox completes £45m PISCES-enabled secondary share sale

Wealth management platform Moneybox has completed its £45m secondary share sale through the London Stock Exchange Private Securities Market (PSM) built on the UK’s PISCES framework

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Anthropic to support FCA’s ‘Supercharged Sandbox’

Anthropic will support the second group of firms in the Financial Conduct Authority’s (FCA) ‘Supercharged Sandbox’, which companies can use to safely experiment with advanced artificial intelligence (AI)

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Over-55s ‘unprepared’ for IHT hit

Over-55s in the UK are not prepared for the potential inheritance tax (IHT) liabilities they could be required to pay, according to Mattioli Woods

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UK private markets fund managers target HNW investors

UK private markets fund managers are targeting high net worth (HNW) investors in anticipation of strong inflows from individual investors, Wealth Club has found

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Younger generations’ reliance on inheritance being undermined by lack of communication

Younger generations are expecting to rely on inheritance for their financial security, but a lack of communication among families means the majority do not know how much they will receive, a report from Aviva has shown

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Consumers delay seeking pension advice despite retirement aspirations

People are waiting until after they reach middle age before seeking pension advice, despite the majority aspiring to retire aged 65, according to the Iress Financial Readiness Index (FRI)

Over half of adults would use AI for money decisions but not for final call

Over half (55 per cent) of adults receiving financial advice will accept AI playing a role in the process, but only if a human makes the final decision, DeVere Group has found

CFOs increasingly optimistic about AI improving business performance

UK chief financial officers (CFO) are increasingly optimistic about the impact of artificial intelligence (AI) on business performance, analysis from Deloitte has shown
Stone Point Capital completes investment deal with Amber River

Private equity firm Stone Point Capital has completed its partnership deal with Amber River to invest in the wealth management and advice company

Aberdeen Adviser partners with Criterion and ZeroKey on platform integration

Aberdeen Adviser has partnered with Criterion and ZeroKey to introduce a new standards-led integration, aiming to create a smoother digital onboarding experience

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