Tag: financial planning

Key global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 41% YoY in Q1 2026 US companies secured six of the...

Financial plans built on static assumptions are increasingly struggling to maintain credibility in today's fast-moving environment, according to a new report from Ortec Finance. With...

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...