Tag: financial planning

Etops, a WealthTech provider based in Europe, has acquired Finanzportal24, a German software company specialising in financial planning tools. Finanzportal24, founded in 2002 by Hubertus...

The FCA’s Consumer Duty, introduced in July 2023, has become a driver of change across UK financial services. Its goal—to ensure good outcomes for...

Since its official launch in July 2023, the Financial Conduct Authority’s (FCA) Consumer Duty has become a cornerstone of UK financial services regulation. Designed to ensure “good outcomes for retail customers”, the Duty has pushed financial institutions to rethink how they design, present, and support their products and services.

OneStream, an enterprise finance management platform, today introduced its latest innovation, the ESG Reporting & Planning solution. This tool is designed to modernize and streamline...

PIMFA WealthTech, the innovation arm of the Personal Investment Management & Financial Advice Association (PIMFA), has partnered with Morningstar to launch a new AI-focused Tech Sprint, aimed at solving key operational challenges in the wealth management sector.

Gen Z is demonstrating a strong commitment to financial planning, prioritising long-term financial security over short-term luxuries, according to a new study.

As 2025 unfolds, the wealth management sector finds itself at a pivotal moment, shaped by global economic shifts, technological advancements, and evolving investor expectations. A combination of geopolitical uncertainty, demographic changes, and digital transformation is forcing firms to reassess their strategies to remain competitive in an increasingly complex environment.

HiBob, the company behind the global Human Capital Management (HCM) platform Bob, has announced its acquisition of cloud-based Financial Planning and Analysis (FP&A) platform Mosaic.

Fifteenth, an AI-powered tax solution designed to address the intricate financial needs of founders, investors, executives, and tech professionals, has secured $8.25m in seed funding.

The wealth management industry is undergoing a major transformation, driven by technological innovation, evolving client expectations, and a growing affluent population. With the sector expected to reach $2.6trn by 2028, firms are under pressure to provide personalised financial solutions at scale.