Tag: Financial advice

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...

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...