Tag: Financial advice

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.

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 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., 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.

In a world shaped by rapid changes and economic uncertainties, financial wellbeing has become essential to overall health and happiness. Recent events, including the...

JPMorgan Chase & Co. recently announced the launch of IndexGPT, marking a significant step in the intersection of artificial intelligence (AI) and finance.

In the fast-paced digital age, traditional financial entities find themselves contending with customer demands for efficient, convenient service similar to what's provided by digital powerhouses like Amazon, Netflix, and Spotify.

Savvy, which is on a mission to modernise human financial advice through technology, has collected $11m for its Series A-1 funding round.

As the world moves out of the pandemic and into the cost-of-living crisis, the future of financial advice is continuing to change.