Tag: financial planning

In a recent interview, Fredrik Daveus, CEO of Kidbrooke, discussed the launch of KidbrookeONE, a transformative platform in wealth and asset management analytics.

Facet, the FinTech company known for revolutionizing financial planning, announced today that it has successfully raised an additional $35m in funding.

WTW has announced its acquisition of a stake in Atomos, a prominent, advice-led wealth manager operating in the UK.

In an era marked by rapid technological advancements and significant socio-economic shifts, the global wealth management sector is undergoing a transformative phase.

Ledgebrook, the rapidly growing InsurTech firm, has successfully closed a $17m Series B funding round.

Monzo, the leading digital bank in the UK, has introduced a groundbreaking pension product aimed at simplifying the retirement savings process.

Dash Technology Group (DASH), a burgeoning name in the FinTech sector, has just completed a significant funding round, securing a $20m investment from Bailador Technology Investments.

Digits has recently acquired Basis Finance, a rapidly growing platform specializing in budgeting and forecasting.

The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year. 

Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.