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Recent coverage and announcements.

Money Marketing

Blevins Franks launches EU referral service for UK advisers

Blevins Franks names Palindrome as its AI partner, redesigning client onboarding, reviews, suitability letters and compliance checks. Co-founder Ed Beckett on why cross-border cases, with several tax regimes and suitability rules in play at once, are where the complexity bites.

8 Sep 2026 · Money MarketingRead article →
Citywire New Model Adviser

AI and disruptors put Intelliflo and Xplan under pressure

Citywire's New Model Adviser on the incumbent adviser back-office platforms facing pressure from a new wave of agentic AI challengers.

28 Aug 2026 · CitywireRead article →
FT Adviser

AI can help ease financial advice 'capacity crunch'

Co-founder Vinit Gela on the advice gap widening as advisers retire, and why AI should free younger advisers to serve more clients and open up new business models.

27 Jul 2026 · FT AdviserRead article →
Foster Denovo Talks

Is agentic AI the future of wealth management?

Co-founder Ed Beckett joins Foster Denovo Talks to unpack the gap between note-takers and chatbots and a connected agentic approach, and why the opportunity is giving advisers more time, insight and recall rather than replacing them.

22 Jul 2026 · Foster Denovo TalksWatch episode →
Money Marketing

Hyper-personalisation: Can advisers deliver truly individual advice at scale?

Money Marketing's Big Picture asks whether advisers can deliver genuinely individual advice at scale, as clients increasingly judge every interaction against the personalisation they get everywhere else.

16 Jul 2026 · Money MarketingRead article →
Citywire New Model Adviser

PE-backed Foster Denovo joins advice AI back office race

Citywire's New Model Adviser covers Foster Denovo's partnership with Palindrome, alongside the wave of advice firms turning to agentic AI to transform back-office productivity.

28 May 2026 · CitywireRead article →
Money Marketing

Foster Denovo expands AI capabilities with Palindrome

Foster Denovo partners with Palindrome to deploy agentic AI across its operations. Group MD Helen Lovett on freeing employees from portal-hopping and reshaping the back office.

28 May 2026 · Money MarketingRead article →
BrightTalk

Scaling with AI: Tools, Challenges, and Opportunities

Co-founder Ed Beckett joins a Triple Point panel on scaling with AI, drawing on Palindrome's work with UK wealth managers.

22 May 2026 · BrightTalkRead article →
Professional Adviser

How not to fall for the AI plausibility trap

Trust in financial advice takes years to build. It has never been easier to put at risk.

7 May 2026 · Professional AdviserRead article →
Money Marketing

Palindrome targets advice gap with 'agentic AI' operating system

Co-founder Edward Beckett on how Palindrome's agent-native OS is helping wealth managers serve more clients and close the advice gap at scale.

21 Apr 2026 · Money MarketingRead article →
WealthTech 100

Palindrome named in the Global WealthTech 100

Recognised as one of the world's 100 most innovative WealthTech companies by an independent panel of industry experts and analysts.

16 Apr 2026 · FinTech GlobalRead article →
Institutional Asset Manager

AI platform Palindrome seeks to transform wealth industry

On joining the Microsoft and NVIDIA Agentic Launchpad, accelerating intelligent enterprise applications for wealth firms.

9 Mar 2026 · Institutional Asset ManagerRead article →
Professional Adviser

AI in wealth management: Why security cannot be an afterthought

How should wealth firms think about AI security when the technology itself operates in fundamentally new ways? Vinit Gela explores the issues.

17 Feb 2026 · Professional AdviserRead article →