9+ hour, 40+ min ago  (19+ words) The Big Picture: Hyper-personalisation: Can advisers deliver truly individual advice at scale? Money Marketing The Big Picture Archive...

8+ hour, 36+ min ago  (354+ words) The Women’s Wealth Alliance, a taskforce of the Consumer Duty Alliance, has launched a new careers guide designed to help more women see personal finance as an accessible, flexible and rewarding career path. This guide responds to recent research conducted…...

7+ hour ago  (284+ words) Investors should look beyond US equities and increase exposure to real assets as structural shifts in the global economy reshape long-term return expectations, according to Cohen & Steers. The investment manager’s latest 10-year capital market assumptions argue the case for rotating…...

12+ hour, 27+ min ago  (587+ words) Experts have reacted with surprise after the ‘resilient’ UK economy defied expectations with 0.1% growth in May. However, they have warned that it is unlikely to be enough to pave the way for interest rates to be cut. May’s growth was…...

12+ hour, 22+ min ago  (489+ words) I attended the publication event of the FCA’s Mills Review, which marks one of the most significant milestones in the FCA’s AI strategy for retail financial services. Rather than asking whether AI should be adopted, the Review asks a far…...

1+ day, 8+ hour ago  (627+ words) The Personal Finance Society (PFS) has confirmed it will use some of its cash reserves to continue to attract new talent into the advice profession. Last summer, the organisation committed £1m of funding to its three-year ‘Pathway to the Profession’ initiative,…...

1+ day, 11+ hour ago  (795+ words) The UK is set to have a new prime minister by next week – and if recent precedent is anything to go by, then a Budget could follow just a matter of weeks later. That prospect alone will be enough to…...

1+ day, 13+ hour ago  (278+ words) ammonite AI has launched its first library of off-the-shelf AI templates, allowing financial advisers to begin using AI while retaining control over documents. Its new templates reduce the time and expertise required to configure AI systems, capturing structured information from…...

1+ day, 11+ hour ago  (759+ words) ammonite AI launches off-the-shelf AI templates for financial advisers ammonite AI has launched its first library of off-the-shelf AI templates, allowing financial advisers to begin using AI while retaining control over documents. Its new templates reduce the time and expertise…...

1+ day, 12+ hour ago  (613+ words) Longevity is reshaping financial planning, with clients requiring support throughout lives which may well extend to 100 years and beyond. This is according to new research from RBC Wealth Management which found almost three quarters (72%) of those entering or living through…...