Technology
Financial planning | 1 Jun 26
It’s time to address questions around accuracy, data security, and governance when using AI in financial advice
AI is set to continue reshaping the infrastructure around financial advice
Latest news | 30 Apr 26
Lifetime FM launches tool to support advisers with client segmentation
The modelling tool highlights opportunities for advisers to transition clients
Investment | 21 Apr 26
Why most investors are running outdated software – and what it’s costing them
AES International’s Sam Instone on the steps disciplined family investors tak
Financial planning | 2 Apr 26
Online trends are not the enemy of advice – they are the opportunity
John Westwood, Group Chairman, Blacktower FM discusses how digital and online trends such as social media and AI can be an adviser’s friend
OneVest platform to add four new languages from early 2026
It currently supports English, French and Spanish and is adding simplified Chinese, Japanese, Arabic and Portuguese