Tag: Financial advice

Germany’s fast-growing Affluent segment is beginning to redefine the country’s wealth landscape, creating one of Europe’s most significant opportunities for banks and wealth managers. fincite,...

The wealth management sector is entering a period of structural change, driven by shifting competition, evolving operational models, and new expectations from clients.

A new study from Model Office has revealed that the average financial advice firm is spending 13 hours each week on compliance activities, representing...

Technology integration is proving to be one of the greatest challenges for wealth management firms, especially larger players that often find it difficult to...

A new survey by Revolut has revealed a worrying overconfidence among UK consumers when it comes to financial advice online, with thousands of people losing money to unverified sources.

Saturn, which offers AI tools to transform the financial advice landscape with reduced costs and greater access, has secured $15m in its Series A.  The...

London-based FinTech startup Clove, which aims to democratise access to financial advice, has raised $14m (£10m) in a pre-seed funding round led by Accel.

More than half of people who have followed financial advice they found on social media have ended up losing money, new research from TSB...

The FCA has unveiled plans to help millions in the UK better navigate pensions and investments by expanding access to financial advice.

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.