Press Coverage

2025 – Empowering Advice Through Technology

30 January – AI will not replace paraplanners even as ‘traditional’ roles change (Professional Adviser)

30 January – Dinosaurs go extinct’: Former Progeny CTO warns platforms must evolve or die (Professional Adviser)

30 January – ‘Paraplanners should not fear for their jobs because of AI’ (FT Adviser)

30 January – How adviser technology can help your client know themselves (FT Adviser)

30 January – Cyber criminals are actively targeting financial advisers  (FT Adviser)

30 January – AR, VR and ER have ‘huge potential’ to transform financial advice (Money Marketing)

30 January – Plannr and Seccl launch first phase of CRM integration (Money Marketing)

31 January – ‘The value piece to clients can be absolutely fantastic if you use AI’ (FT Adviser)

31 January – ‘The dinosaurs of the platform industry will go extinct’ (Money Marketing)

 31 January – The Morning Briefing: Platform dinosaurs will go extinct; decline in DA applications (Money Marketing)

 31 January – Advice firms called to ‘create tech team’ to fully embrace AI (Professional Adviser)

 31 January – AI and advice: Financial advisers must adapt or ‘be left behind’ (Professional Adviser)

 31 January – Money Marketing Weekly Wrap-Up – 27 Jan to 31 Jan (Money Marketing)

 31 January – Editor’s view: AI reward outweighs the risk for savvy financial advisers (Professional Adviser)

 3 February – Paraplanners must use AI to their advantage (Professional Paraplanner)

 3 February – Financial advisers neglecting cybersecurity at their own risk (Professional Adviser)

18 March – Leader: Are platforms and providers ready for the end to the data power struggle? (Money Marketing)

21 March – In Focus: Are the days of the annual review numbered? (Money Marketing)

2024 – AI in Financial Advice

10 July – AI ‘will not solve all your problems’ advisers warned (Money Marketing)

10 July – Advisers should ‘try something, fail fast and learn, says CISI chief executive (Money Marketing)

10 July – CISI: AI regulation changes likely under new government (Professional Adviser)

10 July – Fully compliant AI can help meet consumer duty needs (FT Adviser)

10 July – Ignoring AI is the biggest threat to adviser survival  (FT Adviser)

10 July – SJP: AI should be every advice firm’s background assistant (Professional Adviser)

10 July –  Advisers are better than technology is ‘a big lie’, says Ian McKenna (Money Marketing)

11 July –  Advice firms in an AI-driven world – conference report (Professional Paraplanner)

15 July – Former MP warns of failure to take cyber security seriously (FT Adviser)

2024 – Empowering Advice Through Technology

9 January – The Morning Briefing: Importance of a financial plan; Guardian expands life cover range (Money Marketing)

17 January – AI’s advance may lead to fewer advice firms and paraplanners (FT Adviser)

17 January – A portal is not a client tool – it is an “enabler” for advice firms (FT Adviser)

17 January – Foster Denovo to launch digital advice service (FT Adviser)

17 January – Advice firms are ‘less valuable’ without a client portal (Money Marketing)

17 January –  Cashflow modelling ‘needs to be regulated’ (Money Marketing)

 17 January –  Paraplanners should become ‘data experts’ (Money Marketing)

17 January –  The Morning Briefing: Söderberg & Partners takes stake in Fidelius; cashflow modelling needs regulation (Money Marketing)

17 January –  Education system ‘still failing consumers’ (Money Marketing)

17 January –  Advisers urged to adopt client portals to add value to their firms (Professional Adviser)

17 January –  IFAs underutilising AI in advice process despite developments (Professional Adviser)

17 January – Foster Denovo pushes further into hybrid advice with tech partner (Professional Adviser)

22 January – Bristol planner: Ask platform partners ‘awkward questions’ (Citywire New Model Adviser)

25 January –  Wealth managers’ tech priorities in 2024: ‘To do nothing is to be left behind’ (The Wealthnet)

31 January – Morningstar: ‘We see an opportunity to re-emerge in the software space’ (FT Adviser)

2023 – Empowering Advice Through Technology

26 January – UK platform market ‘walking into oblivion’ without tech innovation (Professional Adviser)

26 January – Consumer Duty: Data strategy is ‘key’ for financial advisers (Professional Adviser)

27 January – 7IM previews retirement income solution linked to platform (FT Adviser)

27 January – McKenna: Platforms biggest threats are from Apple and Amazon (New Model Adviser)

27 January – Tech innovation could see client costs could fall by ‘third in five years’ (Professional Paraplanner)

30 January – Consumer duty: High level plans will not work in practice (FT Adviser)

2022 – Empowering Advice Through Technology

26 May – Tech start-up aims to ‘digitally transform’ estate planning (Money Marketing)

26 May – Tech could double clients served per adviser (Money Marketing)

27 May – The Morning Briefing: Pensions projection and doubling clients per adviser (Money Marketing)

2020

11 February – How medical data might transform advice (FT Adviser)

6 February – How technology is transforming investors’ agendas (Citywire)

31 January – Open banking could be near future for advisers (Money Marketing)

30 January – iPipeline launches product comparison tool (Financial Reporter)

2019

31 December – A Decade of Protection Technology: Growing the market (Cover Magazine)

31 December – Insurers “must improve processes for non-protection focused adviser firms” (Health Insurance & Protection)

9 December – Advice firms call for integration of protection products into CRM and cash flow (Professional Paraplanner)

5 December – Insurers need to improve processes for wealth advisers study (Intelligent Insurer)

5 December – Vitality makes serious illness cover changes (Cover Magzine)

28 November – Are care and support services worth it? (FT Adviser)

26 November – FTRC announces 2019 protection ratings (Cover Magazine)

16 November – FTRC reveals 2019 protection quality ratings (Health Insurance Daily)

15 November – FTRC reveals protection ratings (Mortgage Introducer)

2 November – FTRC reveals 2019 critical illness quality ratings (Health Insurance Daily)

1 November – Banks “must innovate” past lost overdraft fees (Financial Sector Technology)

31 October – FTRC awards 10 gold CI quality ratings (Cover Magazine)

31 October – FTRC awards gold rating to 10 CI products (Mortgage Introducer)

26 October – The platform consolidation race (Money Marketing)

22 October – Guardian to offer combined life and critical illness cover (Money Marketing)

19 October – Practice management outgrows the back office (Money Marketing)

15 October – Return to work rehab: who offers it and how? (Cover Magazine)

11 October – Guardian to launch combined life and CI cover (Mortgage Introducer)

9 October – The state of the protection advice nation (Money Marketing)

27 September – Using technology can help with regulatory compliance (FT Adviser)

12 September – Best and worst workplace pension schemes named (FT Adviser)

12 September – Aviva and Aegon win gold in FTRC’s annual provider ratings (Professional Adviser)

12 September – Five providers awards top rating for workplace pensions (Corporate Adviser)

30 August – AIG Life launches virtual GP and health service (Health Insurance Daily)

28 August – AIG rolls out Teledoc health service to all policyholders (Cover Magazine)

21 August – HSBC makes play for adviser critical illness market (Health Insurance Daily)

17 August – HSBC makes play for advised protection market (Mortgage Strategy)

5 August – Legal & General upgrades critical illness proposition (Health Insurance Daily)

2 August – Legal & General updates CI, CIx and CCIx (Cover Magazine)

4 July – Legal & General shakes up protection (FT Adviser)

4 July – The advisory job is difficult when it comes to covering children (Mortgage Introducer)

19 April – Protection Watch (Money Marketing)

11 April – Wealth managers must embrace tech to keep next generation (Financial Sector Times)

10 April – Workplace pension contributions rise: but too much or too little? (Your Money)

20 March – Guardian joins Openwork’s panel (Mortgage Introducer) 

2 March – FTRC launches ProtectionGuru website for advisers (Professional Adviser)

27 February – Should fintechs beware the 29th of March?  Hmm, not so much… (The Fintech Times) 

16 January – Vitality mortgage plan “aligns SIC with CIC” (Cover Magazine)

7 January – Child critical illness cover comparison tool launched by F&TRC (Professional Paraplanner) 

3 January – F&TRC launches child critical illness analysis for advisers (Cover Magazine) 

2018

20 December – We need to talk about critical illness (Protection Review)

12 December – Pension dashboard proposals could substantially grow savings and improve financial inclusion (The Fintech Times)

30 November – F&TRC reveals 2018 protection ratings (Cover Magazine)

29 November – Legal & General updates critical illness offering (Health Insurance Daily)

27 November – L&G “plugging obvious gaps” in CI proposition (Cover Magazine)

29 September – F&TRC launches age-banded critical illness analysis (Health Insurance Daily)

28 September – F&TRC rolls out age-banded CI analysis for advisers (Cover Magazine)

14 September – Zurich announces major overhaul to protection range (Financial Reporter)

29 August – Rob McMurrich: Are pension saving innovations really distractions? (Retirement Planner)

29 August – Will open banking revolutionise the protection market? (Cover Magazine)

 24 August – Younger generations more ready for robo advice (Financial Sector Technology) 

11 August – Who will battle it out to buy platform tech firm FNZ? (Money Marketing) 

10 August – Asset management finally embraces fintech (Financial Sector Technology) 

2 August – FCA Retirement Outcomes Review should embrace more innovation and maximise the use of fintech (The Fintech Times) 

12 July – DFMs shunning digital are dead firms walking (Portfolio Adviser) 

6 July – Taking steps in the right direction (Financial Sector Technology)