Tag: financial planning

Most banks, insurers, wealth managers and pension providers still run their operations across a patchwork of disconnected systems, with product governance, market data, financial...

Ortec Finance has published its Q3 2026 Quarterly Economic Outlook for UK housing associations, warning that static forecasting is no longer sufficient as CPI,...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...

Olomon, a Tennessee-based WealthTech company building a financial system of record for households and advisors, has raised $2.6m in an oversubscribed pre-seed funding round...

Conquest Planning, an AI-powered platform designed to modernise how financial advice is delivered across the wealth spectrum, has unveiled an integration with Shaping Wealth...

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...