Tag: Financial advice

PlannerPal, an AI-powered workflow platform built for financial advice and wealth management businesses, has secured $6m (£4.3m) to expand its client intelligence technology across...

Ask three teams inside a financial institution to describe the same savings product, and according to Kidbrooke, you may well get three subtly different...

The financial advice market is no longer a simple choice between doing it yourself and paying for a full-service adviser. According to Ortec Finance,...

FE fundinfo, a data provider supporting thousands of UK advice firms, has launched the next stage of Nexus for Financial Advisers. The update extends the...

Key European WealthTech investment stats in H1 2026: European WealthTech deal increased 4% YoY UK companies retained their top spot in the European WealthTech...

NEOS, an Australian life insurance platform, and Marloo, an AI-driven adviser productivity platform, have entered a partnership that brings NEOS's insurance pricing directly into...

Vanguard is set to acquire Altruist, an AI-enabled WealthTech and custody platform for financial advisors, as the investment giant looks to expand access to...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

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...