Related topic: AI

Ifthikar Mohamed, mortgage adviser and director of MortgagX, says the broader impact of AI agents is not the automation of advice, but the rebalancing of the adviser’s role.

The tech platform says its latest update moves AI 'firmly from proof of concept into day-to-day delivery'.

The new tool standardises meeting preparation by compiling key information ahead of reviews.

The financial technology company used its new Policy as Code tool to reduce onboarding time.

The Financial Conduct Authority has announced a new review examining how advanced artificial intelligence could reshape retail financial services, including the implications for...

Nick Eatock, CEO of Intelliflo, looks at how AI, better-quality data and rising client expectations are accelerating change across advice firms, with technology now forming the...

The current approach to AI in financial services risks "serious harm" to consumers and the wider system, the report argues.

The tool allows brokers to identify the right mortgage products without leaving their CRM.

Ifthikar Mohamed, mortgage adviser and director of MortgagX, explains why 2026 marks the arrival of the AI-powered mortgage broker, discussing the shift towards using AI tools in the...

Digital 'advice' (30%) now rivals advice from friends, family and finance sites (31%).