Tag: financial planning

The annual review is itself under review, and according to WealthTech provider Ortec Finance, the commercial consequences could be profound. The Financial Conduct Authority's consultation...

RISR, a business owner engagement platform for financial advisors, has partnered with OnePoint BFG Wealth Partners, as the wealth management firm looks to strengthen...

Key World Cup WealthTech stats since 2023: A World Cup Special: Global WealthTech Through the Lens of the Beautiful Game Global WealthTech deal activity...

Twenty7tec, a mortgage and WealthTech solutions provider, has expanded its integration with financial planning tool FinCalc through new functionality built into its ADVICE platform. The...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...

Key Global FinTech investment stats in Q1 2026: Global FinTech investments dropped 8% YoY in Q1 2026 First quarter saw five continents in top...

The Saltus Partnership Programme, a support network for financial planning firms, and L.E.K. Consulting, a global management consultancy, have jointly released the second edition...

The financial advice industry has spent a decade asking the wrong question. According to analysis from Kidbrooke, the debate over whether automated systems will...

Savvy Wealth, an AI-native registered investment advisor (RIA) designed for independent financial advisors, has launched Savvy Intelligence, a new agentic AI product integrated into...

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