The Journal
Automation & Operations
Advisers spend around 15 hours per client on onboarding, with more than half of that not client-facing. Here is how to automate the admin without hollowing out the relationship.
Read articleAI Foundations
AI is already inside the tools your firm uses. The question is whether you're using it deliberately or leaving value and risk unmanaged on the table.
Read articleStrategy & Governance
Enterprise AI is shifting from cheap experimentation to cost-conscious deployment. Here is what the OpenAI and Microsoft announcements this week mean for professional services firms.
Read articleTools & Platforms
Anthropic launched 15 ready-to-run agentic workflows for tools most small advice firms already use. Here is what that means in practice, and where the FCA guardrails sit.
Read articleTools & Platforms
A plain comparison of Intelliflo, Xplan, and Plannr for UK financial advice firms: what each does well, where each falls short, and how to choose between them.
Read articleAutomation & Operations
Most multi-agent AI pilots fail before reaching production. This article explains what routing is, why it matters for compliance, and how to judge whether your firm is ready.
Read articleMarket Intelligence
Flat-rate AI subscriptions are giving way to usage-based billing. Here is what that means for a financial advice firm running AI tools today.
Read articleAutomation & Operations
Advisers spend around 15 hours per client on onboarding, and more than half of that time isn't client-facing. Here's how to change that systematically.
Read articleStrategy & Governance
Regulatory uncertainty, cybersecurity liability, and the gap between AI capability and organisational readiness are keeping many UK advice firms on the sidelines. Here's what that costs.
Read articleAutomation & Operations
How advice firms can use AI to draft suitability reports faster, while keeping the human oversight and audit trails that Consumer Duty actually requires.
Read articleAI Foundations
What current AI can and cannot do reliably, and how financial advice firms can make better decisions by understanding the difference between genuine capability and vendor promise.
Read articleClient Perspective
How AI is being used in investment management, what that means for your portfolio, and the questions worth asking your adviser at your next review.
Read articleAI Foundations
Get an introduction to large language models and their applications in business, explained in plain English
Read articleRegulation & Compliance
The FCA, Bank of England, and HM Treasury published a joint statement on 15 May 2026 on frontier AI models and cyber resilience.
Read articleTools & Platforms
Every platform you use has added an AI feature in the last 18 months. Most of them are not worth your attention. Here is how to tell the difference.
Read articleAutomation & Operations
The reason your automation project stalled has nothing to do with the technology. Here is what actually goes wrong and how to fix it.
Read articleAutomation & Operations
Most firms that adopt AI tools see no measurable return. The gap between the 12 percent who do and the rest comes down to three operational decisions made early.
Read articleRegulation & Compliance
Deepfake voice fraud is accelerating fast. Here is how advice firms should redesign verification workflows before the next attempt hits.
Read articleStrategy & Governance
Most firms chase technical readiness when the real blocker is a simpler one: knowing what problem you're actually trying to solve.
Read articleAutomation & Operations
A plain account of what happens during an automation audit, what it costs, and how to run a basic version yourself in under an hour.
Read articleAutomation & Operations
Firms stall on AI projects not because the technology is immature, but because their data is fragmented, inconsistent, and never designed for machine consumption.
Read articleTools & Platforms
A direct comparison of Zapier, Make, and n8n for IFAs and wealth managers — covering cost, compliance fit, data residency, and where each platform breaks.
Read articleAI Foundations
On the words that vendors use to sell you things, and what they actually mean when the jargon is stripped away.
Read articleTools & Platforms
On why the honest first answer to most AI questions is that you already have a tool that does this.
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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