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Wealth and asset managers entering ‘second wave’ of AI adoption


By Jack Gray

Wealth and asset management firms are entering a second wave of artificial intelligence (AI) technology adoption, but poor data, legacy systems, and resistance from leadership remain obstacles to transformation, according to Softwire


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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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St. James’s Place adds four appointed representatives to its partnership

St. James’s Place (SJP) has added four financial appointed representatives to its partnership, each bringing their partner practices to the wealth management firm

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Advised platform assets grow by 9.24% in Q2

Assets under management across advised platforms grew by 9.24 per cent quarter-on-quarter in Q2, the highest quarterly growth since Q2 2020, The Lang Cat has revealed

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Over 250 financial planners achieve CII chartered status in H1

The Chartered Insurance Institute (CII) awarded 258 individuals with chartered financial planner status in the first half of 2026, the professional body has revealed

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FCA review should drive higher standards as MPS market grows – Isio

The Financial Conduct Authority’s (FCA) review of the model portfolio service (MPS) market should encourage the sector to move beyond product-led competition to focus on the quality of investment decision making, Isio has stated

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True Potential joins Origo’s Integration Hub

Wealth management firm True Potential has joined Origo’s Integration Hub to bring daily automated valuations from a range of providers into advisers’ existing workflows

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Trust in AI for pension guidance improving but concerns remain

Artificial intelligence (AI) is ‘transforming’ the way people access financial support, with trust in using the technology for pension guidance improving, research from Scottish Widows has shown

Empathy launches legacy planning solution in the UK

Tech firm Empathy has launched its digital estate and legacy planning solution LifeVault in the UK, building on its presence in the US and Canada

Almost half of HNWIs say governments are failing to maintain competitive economies

Nearly half (45.4 per cent) of high net worth individuals (HNWI) believe their governments are failing to maintain competitive economies, reflecting growing concerns around long-term fiscal confidence, according to CS Global Partners
IHT changes risk ‘unfairly penalising’ pensions

Inheritance tax (IHT) reforms risk creating a regime that penalises pensions unfairly compared to other assets, AJ Bell has warned

£10m-plus estates drive majority of £330m rise in IHT liabilities

Estates worth more than £10m appear to have accounted for the vast majority of the latest increase in inheritance tax (IHT) liabilities, showing the growing concentration of the tax burden among the wealthiest estates, according to analysis by Irwin Mitchell

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