Tag: Financial advice

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.

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.

Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.

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.