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  • MICROSOFT’S AI FEATURE SPARKS SECURITY CRISIS FOR FINANCIAL ADVISORS

    In a shocking development that has sent ripples through the cybersecurity and financial advisory sectors, Microsoft's latest AI innovation, Windows Recall, has been branded a "massive security risk" by leading experts. This feature, part of the new Copilot Plus system, has inadvertently opened a Pandora's box of privacy and security concerns, potentially compromising sensitive client data of Independent Financial Advisors (IFAs) worldwide. Data Vulnerability ExposedWindows Recall, touted by Microsoft as a productivity breakthrough, continuously captures screenshots across all applications, creating a searchable database of user activity. However, this convenience comes at a staggering cost to security. Kevin Beaumont, a renowned cybersecurity...
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  • BUY, BORROW OR BUILD – Part 2

    Lessons for IFAs and mortgage brokers in the software world Apple wanted a BUY NOW PAY LATER application, as posted before – known to techies as BNPL, and unsurprisingly tried to build it themselves. I...
  • WORKSHOP: AI FOR ADVISERS PART 3

    AI FOR ADVISERS AND THE LARGE LANGUAGE MODEL click here to sign up A 60 minute talk by Dr Peter Baksh, CEO of summit-ai.co.uk Peter teaches AI to corporate clients. In this course, you'll learn how to use large...

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