Tag: financial planning

Conquest, a Winnipeg-based FinTech specialising in verifiable AI-powered financial advice, has launched a connector integrating its planning technology with Claude for Financial Advisors, Anthropic’s...

Financial institutions that treat digital as a series of disconnected stops risk losing customers before the sale and long after it, according to Kidbrooke. In...

Capsafa, a self-funded UK FinTech startup, has launched a free platform to help households organise their financial information and make it easier for relatives...

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...