Connecting Research Tools to Advisers’ Preferred AI
Quotemonster is seeking advisers’ views, through an online survey, on the use of AI to access the firm’s research as part of the advice...
Fewer Disputes Involving Financial Advisers
While Financial Services Complaints Limited has had a record-breaking year for financial services disputes, disputes involving financial advisers were markedly down from a year...
Next Round of Adviser Debate Series Announced
Quotemonster has announced the next round of its Adviser Debate Series following “hugely positive” feedback from advisers who attended the May events.
The company says...
New AI Agents Launched by TAP
The Adviser Platform is launching new AI Agents which it says introduce new AI capabilities designed to automate some of the most operationally intensive...
Simfuni Launches Intelligent Claims Management Product
Insuretech firm, Simfuni, has announced the launch of its next-generation claims management automation platform, which it says completes its end-to-end digital lifecycle offering across...
Insurer Offers Free Online Wills for New Customers
Fidelity Life's new offering of free access to an online will service for new life insurance customers drew strong reader...
TAP Develops ‘Open Partner’ Offer
The Adviser Platform says it's evolving itself beyond traditional group structures to become "an open partner for the entire financial advice ecosystem".
The company says...
Ombudsman Service Sees Major Increase in Financial Disputes
There was strong reader interest this week in FSCL reporting a spike in the number of financial disputes in the first half...
Changes Needed to Capture the Next Generation of Clients
The World Life Insurance Report 2026, released by the Capgemini Research Institute and LIMRA, highlights both an opportunity and a challenge for financial advisers.
Among...