Tag: Financial advice

Financial institutions rarely sell through a single route. A typical insurer, bank or wealth manager runs a website or app, a team of employed...

BRI Wealth Management has reached close to full active usage of Aveni Assist among its advice, paraplanning and administration staff, with suitability report turnaround...

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...