Tag: financial advisors

Wealth.com, a leading estate planning platform for financial advisors, has been selected as the official estate planning partner of Osaic’s National Planning Institute (NPI).

The world of wealth management is undergoing a profound shift, one that mirrors the evolving expectations of modern investors. Just a few years ago, clients...

Advisors are shifting into the role of data curators, guiding clients through an overwhelming sea of financial information by filtering and contextualising insights that...

Altruist, a modern custodian dedicated to transforming how financial advisors serve their clients, has launched Hazel, a new AI-powered platform designed specifically for wealth...

Dispatch, a WealthTech company specialising in intelligent data management for financial advisors, has raised $18m in a Series A funding round, bringing its total capital raised to $30m.

The wealth management industry is undergoing a major transformation, shaped by shifting client expectations, regulatory pressures, and rapid technological advances. As explored in LSEG...

FNZ has announced the launch of FNZ Advisor AI, a generative AI-powered solution designed to transform financial advice delivery worldwide. The launch comes at a...

Modern Wealth teams up with RISR to boost strategic business owner planning. Read how this new partnership empowers advisors

A fresh wave of financial regulation is reshaping how banks, asset managers and real estate advisors operate, driven by the introduction of CRR III...

iCapital, a global FinTech company shaping the future of investing, has secured over $820m in its latest funding round, boosting its valuation to over...