Tag: financial planning

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...

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...