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  • DROWNED DOG MONTH

    “The month of the drowned dog” so wrote Ted Hughes about November.BAT say it can be the best of times – the sort of cheery shallow optimism laced with sarcasm that drives Brits mad and Americans can never understand. How was November for you?
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  • CONSUMER DUTY

    FCA issued Feedback Statement FS25/2 last monthhttps://content.govdelivery.com/accounts/UKFCA/bulletins/3c6b0be You must demonstrate how you’re embedding the Duty: governance, outcome-monitoring, data on vulnerable customers, product/service alignment. If you’re recommending products you must show they deliver fair value and meet customer...
  • OPENAI BUYS A FINANCIAL ADVICE FIRM

    Roi is an AI-powered personal finance app from New York that aggregates your entire financial footprint — stocks, crypto, DeFi, real estate, and even NFTs — into one platform. OpenAI has now purchased this platform -...
  • CRYPTO AND BITCOIN

    The impact of a secure payment app that cannot be hijacked or corrupted by individuals or governments is revolutionary. The technology is in place, and the only barriers to widespread take up now are trust. Of...
  • THE LONG MARCH OF AI ON FINANCIAL SERVICES APPLICATIONS

    Cashflow forecasting is dying. Why not use OpenAI when it’s free? What about commission reconciliation? Another challenge AI is coming for.This can easily be done with document extraction tools now.Fund valuations is another. Not easy to...
  • FNZ FCA RESTRICTION

    Restrictions kill businesses
  • FNZ RESTRICTION LIFTED

    FACT: BAT AI reduces compliance review time by 40%.
  • IFAC AND DATA

    The tightening of the regulatory strings
  • FCA AND THE BIG DATA TOOL

    Big data and the IFA
  • DIVIDEND INCOME

    Question: what is the most exciting thing to hit retail financial services since ETFs?

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