Tag: Financial advice
FCA targets investment boost with advice shake-up
The FCA has unveiled plans to help millions in the UK better navigate pensions and investments by expanding access to financial advice.
OPAL redefines retirement risk with real-time insights
The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.
AI WealthTech Quinn secures $11m to scale digital advice
Quinn, an AI-powered financial planning and advisory platform, has officially emerged from stealth mode with the aim of democratising access to personalised wealth management.
AI FinTech Conquest Planning raises $80m Series B round
Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.
Sageview backs $30m Series B for WealthTech disruptor Zoe
WealthTech firm Zoe, a digital end-to-end platform reshaping how registered investment advisors (RIAs) and clients connect, has secured $29.6m in Series B funding to accelerate its platform expansion and team growth.
Scaling Consumer Duty success with digital tools and deterministic models
Since its official launch in July 2023, the Financial Conduct Authority’s (FCA) Consumer Duty has become a cornerstone of UK financial services regulation. Designed to ensure “good outcomes for retail customers”, the Duty has pushed financial institutions to rethink how they design, present, and support their products and services.
PIMFA and Morningstar launch AI Tech Sprint to transform wealth management
PIMFA WealthTech, the innovation arm of the Personal Investment Management & Financial Advice Association (PIMFA), has partnered with Morningstar to launch a new AI-focused Tech Sprint, aimed at solving key operational challenges in the wealth management sector.
Habits Inc. secures $1.1m to connect millennials with financial advisors
Habits Inc., a marketplace aimed at helping young families research, compare, and connect with vetted financial advisors, has announced the close of its $1.1m pre-seed funding round.
Goals-based planning: unlocking financial wellbeing in a fast-paced world
In a world shaped by rapid changes and economic uncertainties, financial wellbeing has become essential to overall health and happiness. Recent events, including the...
Unveiling IndexGPT: JPMorgan’s latest AI innovation in thematic investing
JPMorgan Chase & Co. recently announced the launch of IndexGPT, marking a significant step in the intersection of artificial intelligence (AI) and finance.
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