Tag: financial planning

Key US WealthTech investment stats in Q1 - Q3 2025: US WealthTech deal activity fell by 47% YoY New York emerged as the main...

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.

The wealth management industry is at a pivotal moment, shaped by shifting demographics, tightening regulation, and the growing demand for digital-first, personalised experiences. As firms...

London-based FinTech startup Clove, which aims to democratise access to financial advice, has raised $14m (£10m) in a pre-seed funding round led by Accel.

JPMorganChase is set to enhance its UK consumer offering with the launch of J.P. Morgan Personal Investing in November 2025. The new retail wealth management...

A new study from Revolut has uncovered a significant blind spot in how Britons approach wellness, revealing that a quarter of adults fail to...

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.