Intelliflo has announced a major upgrade to its platform, bringing agentic AI into the heart of adviser workflows. In simple terms, the software won't just sit there waiting for instructions. It will continuously monitor activity, spot anomalies, prepare advisers for reviews, flag upcoming client decisions and adapt to the way individual firms work. The bigger picture? We're moving beyond AI as a tool and towards AI as an active participant in the advice process. The advice remains human. The decisions remain human, but the monitoring, preparation and routine oversight increasingly won't be. Our friend @Ian McKenna described the move as "throwing down the gauntlet" to the rest of the advice technology market. The question for advisers is no longer whether AI will become part of advice businesses. It's how quickly it becomes embedded in the systems you use every day. What do you think? Exciting step forward, or does it raise concerns around over-reliance on technology?👇

Just spent a tremendous couple of days at the above event. Some genuinely inspiring speakers. We had a few more UK delegates this year but I would like to organise a larger group for 2025. If you’re interested in coming along, let me know and I’ll speak to the organisers about what we can do, maybe get a special rate. Please DM me if this is of interest.

Thanks to everyone who posts and comments here - it is very much appreciated. Shouts out to @Ian McKenna and @Phil Bray who are leading the field - and thanks also to @Gareth Tregidon @Bill Marshall @Mark Coomber @Joe Moss @Dominic Thomas @Louise Gilman @Gosia Dawson @John Donnelly @Jason Mountjoy @Howard Bullock and @Anna Brocklehurst for their contributions.

Hmm... https://www.moneymarketing.co.uk/news/standard-life-ceo-i-dont-know-why-we-have-to-charge-for-advice/

SJP bashing is reaching stupid levels. I'm seeing multiple Facebook ads along these lines today, but whatever you business model it's great to see a range of advisers biting back.