Tag: financial planning

Voya Financial has launched WealthPath, a new platform designed to strengthen its wealth management capabilities and empower financial advisors to provide more integrated and personalised financial guidance.

Wealth.com, a leading estate planning platform for financial advisors, has been selected as the official estate planning partner of Osaic’s National Planning Institute (NPI).

Unbiased Pro has announced the launch of SmartAccept, an AI-powered tool designed to give financial advisers a competitive edge in securing new clients.

Ortec Finance is strengthening its ambition to expand in the UK wealth management and financial planning market with the appointment of John O’Driscoll as managing director of OPAL Financial & Wealth Planning.

Turin-based startup Plino, founded by three Forbes Under 30 entrepreneurs, has raised fresh capital to accelerate its mission of bringing artificial intelligence into the financial planning and analysis process for small and medium-sized enterprises (SMEs).

Marloo, an AI-first WealthTech firm developing digital solutions for financial advisers, has secured $2.7m in funding to accelerate its product development and expansion.

Insignis, a leading cash management platform, has unveiled its new “forever” cash ISA, designed to simplify savings management for both clients and advisers.

Wealth management is evolving rapidly, and clients now demand more than strong investment returns. They want advice that aligns closely with their personal aspirations...

Dutch housing association Accolade has overhauled its financial planning by adopting Ortec Finance's solution WALS, a platform designed to improve long-term budgeting and risk...

Paychex has partnered with SoFi at Work to bring a new suite of financial wellness tools to its Paychex Flex® Perks users.