News
AI adoption among financial advisers rises to 74% – intelliflo
The firm's 2026 UK Advice Efficiency Survey, found AI is primarily being used to automate administrative tasks rather than provide financial advice.
Financial advisers
News
AI will reshape client relationships, say advisers
89% said AI will impact the client-adviser relationship, but 68% remain concerned about clients using unregulated AI tools without professional guidance.
News
PlannerPal introduces video-powered meeting notes for financial advisers
The PlannerPal tool captures a fuller record, helping accuracy, cutting admin time and supporting compliance.
Opinion
Facebook for financial advisers: The ultimate guide to getting clients, not just likes
Terry Blackburn discusses how advisers can use Facebook to turn content into client leads through storytelling and engagement.
News
Succession planning drives adviser hiring among IFAs, research finds
Research from ValidPath found supporting succession planning was ranked highest at 16%, with attracting new clients at 11%.
News
Half of adults lack confidence in future finances, finds LV=
LV= reported that clients who have taken advice from a financial adviser are more confident about their financial future, with 50% saying they feel secure.
News
Most IFAs prioritise client growth amid industry-wide optimism – ValidPath
Profit growth was the main focus for 66% of respondents, and 69% put client growth as a high priority.
News
Advice Guru launches AI business planning tool for advisers
Business Guru is set up to help advisers write practical, structured business plans from scratch, regardless of firm size or experience.Â
News
Isio launches model portfolio service for financial advisers
The service offers seven outsourced investment portfolios for advisers.Â
News
LeadCrowd launches online marketplace offering low-cost leads to brokers
The LeadCrowd Marketplace offers enquiries that did not sell when first generated, now available at a discount.Â
News
LeadCrowd launches Money Helpdesk for brokers and advisers
The service generates real-time enquiries for brokers and advisers to buy through LeadCrowd’s online storefront.
News
Unbiased Pro launches AI growth assistant tool for financial advisers
The feature reduces administration for advisers, freeing up time to focus on existing clients and relationship building.Â