Tag: Financial advice

Financial plans built on static assumptions are increasingly struggling to maintain credibility in today's fast-moving environment, according to a new report from Ortec Finance. With...

Ani Tech, the UK-based agentic AI platform for financial services, has launched a free AI cash flow modelling app aimed at transforming how financial...

AI adoption across UK financial services is facing a “reality check”, according to new research from RegTech firm Aveni, which suggests that while enthusiasm...

The UK advice sector is reaching a turning point as long-standing operating models struggle to keep pace with regulatory pressure, shifting client expectations and...

Germany’s fast-growing Affluent segment is beginning to redefine the country’s wealth landscape, creating one of Europe’s most significant opportunities for banks and wealth managers. fincite,...

The wealth management sector is entering a period of structural change, driven by shifting competition, evolving operational models, and new expectations from clients.

A new study from Model Office has revealed that the average financial advice firm is spending 13 hours each week on compliance activities, representing...

Technology integration is proving to be one of the greatest challenges for wealth management firms, especially larger players that often find it difficult to...

A new survey by Revolut has revealed a worrying overconfidence among UK consumers when it comes to financial advice online, with thousands of people losing money to unverified sources.

Saturn, which offers AI tools to transform the financial advice landscape with reduced costs and greater access, has secured $15m in its Series A.  The...