Tag: Financial advice

FE fundinfo, a fund data and technology provider serving the financial advice market, has confirmed it is stepping up investment in Nexus for Financial...

TSB has found that almost six in ten (59%) people who followed financial advice they encountered on social media went on to regret doing...

The annual review is itself under review, and according to WealthTech provider Ortec Finance, the commercial consequences could be profound. The Financial Conduct Authority's consultation...

Aviva has named Ortec Finance, a global specialist in investment decision-making technology, as its technology partner in a move designed to bring personalised financial...

PlannerPal, an AI-powered workflow platform for financial advisers and wealth managers, has strengthened its collaboration with financial technology firm Iress, giving advisers a smoother...

Nearly four in ten Britons have turned to artificial intelligence tools such as ChatGPT and Google Gemini for personal financial guidance, according to 2025...

The financial advice industry has spent a decade asking the wrong question. According to analysis from Kidbrooke, the debate over whether automated systems will...

According to Ortec Finance, in today's technology-driven and regulatorily mature environment, the re-entry of high street banks into financial advice could prove to be...

Marloo, the London-headquartered AI partner for financial advisers, has announced a $10m seed funding round aimed at taking the profession beyond what it describes...

Ortec Finance, a global provider of risk and return management solutions, has launched the BETA version of OPAL Targeted Support, a framework built to...