Tag: financial 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.

Retirable, a retirement platform tailored for middle-income Americans, has secured $10m in a Series A funding round to expand its reach and enhance its smart retirement planning tools.

FE fundinfo has taken a significant step in transforming financial planning for advisers by combining its cashflow planning solution, FE CashCalc, with its portfolio analysis tool, FE Analytics, on its Nexus platform.

Canada’s wealth management industry is standing at a critical crossroads as it adapts to evolving regulations and shifting client expectations around investment suitability. The sector faces a key question: will suitability remain a compliance checkbox, or will it evolve into a genuine driver of client value?

The FCA has unveiled plans to help millions in the UK better navigate pensions and investments by expanding access to financial advice.