Latest advances in AI — June Forum Recap

The June 2026 AdviceTech Forum brought together a panel of advice-firm leaders to examine the latest advances in AI and how advisers are putting them into practice. The session was chaired by Ian McKenna and featured:

  • Olivia Crease, Change Manager at Foster Denovo;
  • Russell Facer, Chief Executive Officer of threesixty services;
  • Jeff Lange, Group CEO of TFAS Enterprises; and
  • Jonny Stubbs, Director of Advice Operations & Risk at Brooks Financial.

The discussion focused on how AI has affected advice firms so far, and on the practical limitations the panel had encountered in day-to-day use.

Session highlights

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