Tag: financial planning

Ask three teams inside a financial institution to describe the same savings product, and according to Kidbrooke, you may well get three subtly different...

The Financial Planning Association (FPA), a membership body and trade group representing CERTIFIED FINANCIAL PLANNER professionals, has unveiled a rebuilt version of FPA PlannerSearch,...

Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1 Deal activity projected to decline 15% for 2026...

WealthReach, an AI-driven organic growth platform designed for RIAs and wealth managers, has joined forces with Domain Money and Savology to help advisory firms...

Evergreen.ai, a Miami-headquartered AI-powered financial advice app founded by FinTech veteran Bill Harris, has launched with a focus on giving everyday Americans access to...

Key European WealthTech investment stats in H1 2026: European WealthTech deal increased 4% YoY UK companies retained their top spot in the European WealthTech...

Most banks, insurers, wealth managers and pension providers still run their operations across a patchwork of disconnected systems, with product governance, market data, financial...

Ortec Finance has published its Q3 2026 Quarterly Economic Outlook for UK housing associations, warning that static forecasting is no longer sufficient as CPI,...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...