Related topic: AI

84% of clients are renewing with their current lender without a full market review, UK Finance data shows.

Following the publication of the FCA's Mills Review this week, Richard Howes, managing director at Paradigm Mortgage Services, says the challenge is no longer ensuring advisers are the...

The changes to Iress’s partnership with PlannerPal are designed to simplify advisers’ access to AI-powered workflows from Xplan.

The report identifies four major AI driven shifts likely to impact retail financial services.

The ‘do not plan to use AI’ group seen in 2025 no longer exists, with 99% believing it will be positive for the industry.

Richard Howes, managing director at Paradigm Mortgage Services, says information is becoming easier to access, but trust remains difficult to automate.

The tech creator says the portal uses AI to handle case files and client data securely.

Hoxton Wealth’s AI and the Evolution of Financial Advice report has found that AI is being used largely as an operational tool instead of a replacement for financial...

A third of leaders say they do not know who should be accountable for AI-driven outcomes affecting vulnerable customers.

Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), explores how networks support their members in what has become an increasingly demanding professional landscape.