News
Quilter adds AI into 'day-to-day' advice operations
1+ week, 3+ day ago (48+ words) Editor at Professional Adviser Chesnara highlights onshore bond demand with further platform linkups expected Mind the disabled saver junior ISA gap To "accelerate innovation and enhance the adviser experience" 'It's up to us to determine whether AI works for us…...
Andrew Goodwin: AI - to boldly go where no adviser has gone before…
2+ week, 3+ day ago (109+ words) Andrew Goodwin: AI - to boldly go where no adviser has gone before'Professional Adviser Shop around the numerous sci-fi-centric, retro-themed channels that nowadays populate TV schedules and you'll very likely stumble across the original Star Trek One thing that's especially striking…...
AI won't take your job, but the adviser who masters it might
3+ week, 3+ day ago (101+ words) AI won't take your job, but the adviser who masters it might'Professional Adviser It is completely natural to feel a sense of trepidation when you hear that artificial intelligence (AI) can now automate the vast majority of your workload. If…...
Four reasons why direct engagement can still make a difference
4+ week, 1+ day ago (77+ words) Four reasons why direct engagement can still make a difference'Professional Adviser In The Ascent of Man, his acclaimed early-'70s documentary series charting the development of society, Dr Jacob Bronowski offered a memorable summary of "the essence of science" "Ask an…...
Adviser AI usage more than doubles in last year
1+ mon, 6+ day ago (47+ words) News editor at Professional Adviser SJP's ongoing services review 'progressing at pace' with completion expected this year Vanguard launches blended low-cost model portfolio range Rises from 29% to 60%, SOTAN findings reveal While transformative AI is just a tool " to be used…...
Need financial guidance? There's a bot for that
2+ mon, 1+ week ago (189+ words) Need financial guidance? There's a bot for that'Professional Adviser The artificial intelligence (AI) revolution is well and truly upon us. Whether it's something personal like asking a generative AI like ChatGPT to dream up recipes based on what is left…...
Anthony Rafferty: Adviser tech fixes make processes fit for purpose in 2026
2+ mon, 2+ week ago (112+ words) Anthony Rafferty: Adviser tech fixes make processes fit for purpose in 2026Professional Adviser There will be far fewer sore heads after all the new year celebrations and not because of a lack of parties and gatherings to welcome in 2026 A look…...