Tag: financial planning

Morgan Stanley recently disclosed that more than $100bn migrated from digital and workplace channels into advisor-led relationships in a single year. For Kidbrooke, this...

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...

Ortec Finance, a provider of financial decision-making technology, has appointed Jamie Holland as senior client manager within its Global Wealth Solutions team in the...

AI in wealth management is entering a phase where being “smart” is no longer enough. Users have grown used to systems that can calculate,...

The UK advice sector is reaching a turning point as long-standing operating models struggle to keep pace with regulatory pressure, shifting client expectations and...

Key US WealthTech investment stats in Q1 - Q3 2025: US WealthTech deal activity fell by 47% YoY New York emerged as the main...

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.

The wealth management industry is at a pivotal moment, shaped by shifting demographics, tightening regulation, and the growing demand for digital-first, personalised experiences. As firms...

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.

JPMorganChase is set to enhance its UK consumer offering with the launch of J.P. Morgan Personal Investing in November 2025. The new retail wealth management...