Tag: financial planning

In today’s rapidly shifting financial landscape, it’s critical for investment advisors to fully understand their clients’ investments in digital assets.

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.