Tag: financial advisers
New Insignis cash ISA streamlines savings strategy
Insignis, a leading cash management platform, has unveiled its new “forever” cash ISA, designed to simplify savings management for both clients and advisers.
WealthTech firm Dynasty invests in Abacus in mutual funding deal
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.
FE fundinfo unites cashflow and analytics tools
FE fundinfo has taken a significant step in transforming financial planning for advisers by combining its cashflow planning solution, FE CashCalc, with its portfolio analysis tool, FE Analytics, on its Nexus platform.
Empowering clients and scaling compliance with digital financial tools
The FCA’s Consumer Duty, introduced in July 2023, has become a driver of change across UK financial services. Its goal—to ensure good outcomes for...
UK companies cemented their European WealthTech leadership attracting half of all...
Key European WealthTech investment stats in Q1 2025: European WealthTech deal activity dropped by 85% QoQ in Q1 2025
UK companies cemented their European...
Millions of UK savers unaware of pension pots, risking financial security
Eight in ten UK working-age adults are uncertain about the location of all their pension pots, raising serious concerns about a potential pension savings...
UK increased its hold on the European WealthTech market as investors...
Key European WealthTech investment stats in Q3 2024: European funding dropped by 91% YoY as investors grow cautious
UK increased its hold on the...
Investors seek professional guidance amidst booming risk appetite
Investors' financial behaviours have manifested a palpable shift towards riskier waters in 2023, marking a noticeable increase in an aggressive approach to investments compared to the previous year.
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