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AI having ‘limited impact’ on advice gap despite adviser capacity gains


By Jack Gray

Artificial intelligence (AI) is having a limited impact on the advice gap, despite it providing gains in adviser capacity, according to NMG Consulting


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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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My Pension Expert acquires InterestMe client books following administration

My Pension Expert has acquired the client books and associated assets of InterestMe Advisers and InterestMe Financial Planning after the firms entered administration on 24 September 2026

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Older clients do not expect adviser relationship to pass to next generation

Advised clients aged over 65 with children lack confidence that their adviser relationship will continue into the next generation, a report from Boring Money has shown

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AJ Bell and Standard Life partner to launch new offshore bond

AJ Bell has partnered with Standard Life to launch a new offshore bond on its Investcentre platform

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8.6 million unadvised adults hold £1.21trn of investable assets

Around 8.6 million people in the UK aged between 35 and 70 have £20,000 or more in investable assets but are not paying for advice, research from The Lang Cat has found

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Team plc to acquire Lancashire-based wealth management firm for £3m

Team plc has agreed to acquire Lancashire-based wealth management and stockbroking firm Hedley & Co for £3m

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Half of Brits want to abolish IHT

Over half (56 per cent) of the British public now want a complete abolition of inheritance tax (IHT), compared to 54 per cent last year and 49 per cent two years ago, Kingsley Napley has found

Zopa launches targeted support offering

Digital bank Zopa has launched a targeted support offering for its investment customers

Financial advice linked to higher retirement income satisfaction

Financial advice is the strongest predictor of retirement income satisfaction and financial preparedness, according to research from wealth manager Quilter
Nuveen completes acquisition of Schroders

Nuveen has completed its acquisition of Schroders, creating one of the world’s leading active public-to-private asset and wealth managers with $2.6trn AUM

HNWIs confidence falls amid new Govt tax policies

Confidence among UK high-net-worth individuals (HNWIs) is continuing to weaken as fears over government tax and wealth policy is increasingly shaping how families protect and pass on their assets, Saltus has stated.

The latest Saltus Wealth Index Report showed that the biannual barometer of HNWIs’ confidence fell from 64.7 a year ago to 60.3

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