Isabel Baxter

The majority of IFAs are not planning to introduce artificial intelligence (AI) into their practices in the next year, according to research from Opinium.

Financial advisers expect their high-net-worth (HNW) clients to require some degree of personalisation, according to research by MSCI.

The Advertising Standards Authority (ASA) has banned a paid-for YouTube advert for Zimran - trading as Prosperi Academy - an app offering misleading financial investment training courses.

Swedish wealth manager Söderberg & Partners has invested in three more IFA firms as it grows its footprint in the UK’s financial advice space.

The Lang Cat has partnered with artificial intelligence-driven financial reporting firm Avenir through its reg-tech Analyser software to support financial advice firms with more efficient reporting.

The Protection Coach has launched two training courses to address the training gaps in the UK protection industry amongst other advisers, including wealth advisers.

International independent financial advisory firm Hoxton Wealth has acquired Darlington-based IFA Family First Financial Services.

The Financial Conduct Authority’s (FCA) move to remove the Consumer Duty board champion role has been met with a mixed reaction, with concerns raised as to whether this comes too soon.

Perspective Financial Group completed a further five acquisitions in December, bringing the group's total in 2024 to 29.

Treatment of vulnerable clients is something that is going to continue to be on the regulator’s radar this year, delegates heard.