Analysis Tools & Platforms
ChatGPT Work and Claude Duet now rival Microsoft Copilot. For a regulated advice firm, where client data already lives matters more than the model.
Read articleGuide Strategy & Governance
Which AI agent actions can run alone and which need a human? Three questions decide: can it be undone, whose reputation is at stake, does a regulator care?
Read articleGuide Tools & Platforms
Microsoft's own study found the base model did most of the work. One procurement question shows which AI tools keep their value, and how to price the rest.
Read articleGuide Regulation & Compliance
Attackers used AI agents to breach a managed IT provider and thousands of its clients at once. Five questions to put to your IT supplier, mapped to DORA.
Read articleGuide Tools & Platforms
Self-hosted open models keep client data in-house but make you the support desk; enterprise APIs bring indemnity but send data off-site. How to choose.
Read articleGuide Automation & Operations
AI tools report usage, never error rates. A four-step hallucination audit for advice firms: map touchpoints, set checks, keep a log, and name an owner.
Read articleAutomation & Operations
Intelliflo puts admin at 40 adviser hours per 100 clients. What automation can realistically take off a small UK advice firm, and the first five steps.
Read articleGuide Strategy & Governance
Jensen Huang says AI safety belongs to tech firms, not regulators. Why vendor self-governance leaves FCA-regulated advice firms holding the risk.
Read articleAnalysis Client Perspective
An AI agent on WhatsApp can answer routine client queries in seconds. What it should and shouldn't do, what Consumer Duty expects, and the data question.
Read articleGuide Regulation & Compliance
AI lab staff asked the US government to slow frontier AI. Why that weakens vendor safety assurances under Consumer Duty, and three controls to add.
Read articleStrategy & Governance
Only 25% of AI agent projects reach full production. How to design a pilot in a regulated firm that ends in a clear decision, not a forgotten prototype.
Read articleRegulation & Compliance
Training rights, retention, sub-processors and data location: the four AI contract clauses that matter to a regulated advice firm, and five checks.
Read articleGuide Strategy & Governance
Fable 5.1 promises 25 to 45% cheaper agentic workloads by relaxing safety filters. Which advice-firm workflows can take that trade, and six checks first.
Read articleGuide Automation & Operations
OpenAI slowed its Astra agent over cyberattack risks it couldn't control. Why advice firms' real exposure sits in the data layer, and three checks to run.
Read articleAnalysis AI Foundations
OpenAI's Jalapeño inference chip should push API prices down. What cheaper inference changes for advice firms, and the data question it leaves open.
Read articleGuide Market Intelligence
ESMA fined Moody's Germany €2.1m for misreporting. What the EU AI Act asks of high-risk AI, and four governance steps for advice and wealth firms.
Read articleGuide Strategy & Governance
When AI agents do the drafting, the manager's job becomes the brief and the review. Five controls an advice firm needs before agents touch regulated work.
Read articleGuide Strategy & Governance
Most advice firms adopt AI in the wrong order. Where the value is in 2026, the governance mistakes to avoid, and a 90-day plan with tools you already have.
Read articleGuide Regulation & Compliance
Standard supplier due diligence misses what makes AI providers risky. The seven areas a DORA-aligned assessment of an AI vendor should cover.
Read articleTools & Platforms
87% of advisers use AI for note-taking, but bigger savings sit in reports, onboarding and connected systems. Four questions to ask before choosing a tool.
Read articleField notes Automation & Operations
Five launches in 23 days, one person, AI agents doing the building. The six habits behind a software factory, and what they mean for regulated firms.
Read articleAnalysis Regulation & Compliance
The FCA won't write AI-specific rules. Here's what that means for advice firms automating onboarding and client work, and where the real risk now sits.
Read articleAnalysis Market Intelligence
The latest AI releases push agents that act across your systems while some firms bring models in-house. What that changes for wealth and advice firms.
Read articleGuide Automation & Operations
Staff at firms using AI agents lose 6.4 hours a week supervising them. Six steps to roll out agents in an advice firm so they cut work, not add to it.
Read articleAnalysis Strategy & Governance
KPMG found firms whose CEO owns AI strategy are 3x as likely to report established ROI. What that does and doesn't mean for IFA and wealth firm principals.
Read articlePosition piece Market Intelligence
Parker Card's collapse shows what happens when every layer of a fintech is rented from vendors with no duty to stay. The lesson for any regulated firm.
Read articleAnalysis Market Intelligence
Claude Fable was cut off for weeks in a US government dispute. Why relying on one AI provider is now a third-party risk for financial firms.
Read articleAnalysis Tools & Platforms
OpenAI's own chip should make AI cheaper to run within a few years. It also puts more client data in one company's hands. What that means under UK GDPR.
Read articleAnalysis Market Intelligence
Fintech products have converged, so brand and trust decide who gets remembered. What the Fintech Insider panel said, applied to advice and wealth firms.
Read articleAnalysis AI Foundations
AI agents that act on their own are reaching advice and wealth firms faster than governance. Why most pilots stall, and where the human sign-off must sit.
Read articleAnalysis Automation & Operations
A government pulled a live AI model from use overnight. The continuity risk for regulated firms, and four levels of local AI deployment compared.
Read articlePosition piece Automation & Operations
Automation copies a broken workflow faster and at scale. Why regulated firms should fix the process first, and the five answers to have before building.
Read articleAnalysis Strategy & Governance
OpenAI and Microsoft's June 2026 news points to dearer compute and task-tuned models. What that changes for advice firms choosing AI tools and vendors.
Read articleAnalysis Market Intelligence
AI providers are swapping flat fees for usage-based billing. Why that makes AI a variable cost for advice firms, and why it also hands them an audit trail.
Read articleAnalysis Strategy & Governance
Regulatory uncertainty, cyber liability and a skills gap keep many UK advice firms cautious about AI. Which concerns are fair, and what waiting now costs.
Read articleGuide Client Perspective
Where AI shows up in portfolio management, its real benefits and risks, and four plain questions to ask your financial adviser at your next review meeting.
Read articleAnalysis Regulation & Compliance
The FCA, Bank of England and HM Treasury say frontier AI has outpaced cyber defences. Why that reaches small advice firms through their suppliers.
Read articleAnalysis Automation & Operations
AI pilots in advice firms usually stall for reasons unrelated to the technology. The sequencing mistake behind it, and a three-part test for a first build.
Read articleAnalysis Automation & Operations
KPMG research on 1.4 million AI interactions found only 12% of firms see real impact. Three decisions set them apart, from whole workflows to one owner.
Read articleGuide Regulation & Compliance
Deepfake voice fraud attempts rose 300% in a year. How advice firms can redesign phone verification with a second gate for high-risk client instructions.
Read articleGuide Automation & Operations
What happens in an automation audit, what the report should contain, how long it takes, and a version you can run yourself in under an hour.
Read articlePosition piece Automation & Operations
AI pilots work because someone cleans the data by hand. Why fragmented records, not immature models, stop AI projects in advice and professional firms.
Read articleShort take Tools & Platforms
Most AI problems a firm brings in are solved by tools it already pays for. How to tell whether you need training, an integration or a real custom build.
Read articleThe best first step is a free 30-minute call. I will ask about your operations, you can ask how I work, and we will both know if it makes sense to go further.
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