Most popular AI systems among advisers revealed
AdvisoryAI, Saturn and PlannerPal ranked top three most popular AI systems in H1 2025. Analysis from AdviserSoftware revealed…
True Potential Wealth Management CEO resigns
True Potential Wealth Management CEO, Steve Hutton, has departed the organisation after seven years, a spokesperson has confirmed.…
‘We take everything a financial adviser does and fully automate it’
“I saw a gap in the market to take everything that a financial adviser does and fully automate…
Personal representatives to be liable for IHT payments on pensions
Personal representatives will be liable for reporting and paying any IHT on unused pension funds from April 2027.…