Wealth managers and financial advisers can now manage cash savings with the same clarity and ease as traditional investments, thanks to the Centology and Insignis […]
Adviser Business Solutions transformed plan updates with Centology’s financial adviser automation and AI compliance tools, delivering massive time savings, AI-powered accuracy, and FCA-ready scalability. Introduction […]
Founded in 2001, London & Colonial Assurance (LCA) supports financial advisers and their clients with tailored annuity solutions. This case study highlights digital transformation for […]
The mood at this year’s Empowering Advice Through Technology event (EATT 2026) signalled a clear shift for the UK advice profession. As a leading UK-wide […]
Mass migration of products between platforms, CRM and systems, can lead to customer experience, compliance and operational problems if vital information is lost. It’s no […]
Working with clients who own priceless works of art or other assets with unique characteristics is nothing new for experienced financial advisers. What is new […]
Processing large volumes of hard copy documents and automating back-office workflows is a constant challenge for independent financial advisers (IFAs). Streamlining back-office workflows with AI […]
AI and other technologies are creating some exciting opportunities for financial advisers, but also posing some new challenges. In this article adviser technology experts Centology […]
Why IFAs are using new tech to give them peace of mind The consequences for IFAs of non-compliance are increasing as the regulatory landscape in […]
AI could have a major impact on the future of the financial advice industry, especially in the context of engaging with Gen Z clients who […]
The advice gap continues to widen with fewer people paying for and benefiting from financial advice, research by The Lang Cat has revealed. A study […]
If you are, you’re not alone. Statistics announced at the Empowering Advice Through Technology expo (#EATT2024) showed that 95% of UK IFAs aim to invest […]