Tag: digital advice

AI in wealth management is entering a phase where being “smart” is no longer enough. Users have grown used to systems that can calculate,...

As the industry draws a line under 2025, it would be easy to characterise the year through its loudest narratives: the backlash against ESG,...

Meridian Credit Union, Canada’s second-largest credit union, has announced a new partnership with Conquest Planning, a FinTech firm modernising financial planning through artificial intelligence...

London-based FinTech startup Clove, which aims to democratise access to financial advice, has raised $14m (£10m) in a pre-seed funding round led by Accel.

GBST has acquired Advice Intelligence, an award-winning provider of an end-to-end financial planning software solution.