Tag: financial advisers

PlannerPal, an AI-powered workflow provider for financial advisers and wealth managers, has launched a new Pre-Meeting Prep Pack. The launch centres on what the company...

As the wealth management industry enters 2026, advisory teams are under growing pressure to deliver clearer guidance, faster execution and a more complete view...

FE fundinfo has announced the acquisition of Contengo, a UK-based technology provider specialising in performance reporting, wealth analytics, and data migration tools for independent...

FE fundinfo has launched Nexus AI, a purpose-built AI enablement layer designed to transform the way asset managers and financial advisers operate across the investment lifecycle.

Unbiased Pro has announced the launch of SmartAccept, an AI-powered tool designed to give financial advisers a competitive edge in securing new clients.

Across Europe, wealth advisers are grappling with mounting pressures. Governance demands are stricter than ever, compliance costs continue to rise, and clients expect greater...

The US Securities and Exchange Commission (SEC) has recently issued an order that underscores the Atkins administration’s focus on marketing accuracy, robust recordkeeping, and...

Marloo, an AI-first WealthTech firm developing digital solutions for financial advisers, has secured $2.7m in funding to accelerate its product development and expansion.

Insignis, a leading cash management platform, has unveiled its new “forever” cash ISA, designed to simplify savings management for both clients and advisers.

Dynasty Financial Partners, a provider of technology-enabled wealth management solutions for independent financial advisers, has entered into a strategic deal with Abacus Global Management, a Nasdaq-listed alternative asset manager.