Speaking at The Lang Cat’s 2025 Catwalk event yesterday (5 June), Wardle emphasised that AI will be a significant step in the growth of the advice sector, “just like how the internet helped grow the retail industry”.
She noted that technology is currently in a position where firms can utilise agentic AI. Wardle also said she finds it “infuriating” that there are barriers that result in data not being clear and “this is holding back innovation” in the sector.
She further explained that Money Means, which is a financial planning subscription platform and service, is currently building a…
