Insights

Our views on advice automation, innovation and digital product design

Articles and case studies, from Focus

  • Cutting through the AI noise

    Where technology actually matters in financial advice

    The excitement around AI is justified – but only if firms pair powerful capture tools with an explainable analysis layer that strengthens outcomes, compliance and client trust.

  • Bridging the gap

    Reflections from the PFS National Conference 2025

    Dave Upton shares what the profession is doing to close the advice, talent, innovation and generation gaps so that technology keeps people at the center of financial advice.

  • Mind the gap

    Bridging the divides shaping the future of financial advice

    Ahead of the PFS National Conference 2025, we're exploring how to close the advice, talent, innovation and generation gaps so that technology empowers people, not replaces them.

  • About Focus Advice Technology

    NFU Mutual goes live with Focus Advice Technology's new platform

    Focus Advice Technology deploys its next-generation advice platform with NFU Mutual, delivering holistic financial planning at scale.

  • Press Release - 16 December 2024

    Focus goes independent with MBO

    Focus Business Solutions returns to independence after nearly 14 years following successful completion of management buyout.

  • The problem

    Digital engagement for professional footballers

    ProSport, a wealth management business that works with professional sports people, approached us on behalf of the Professional Footballer's Association (the PFA) to produce an education and engagement tool to drive better long-term planning.

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