Tag: financial planning

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.

Asset allocation is a fundamental principle in wealth management, ensuring that investments are strategically spread across various asset classes such as equities, bonds, real estate, and cash. This approach balances risk and return, aligning with an investor’s financial objectives, risk tolerance, and time horizon. By implementing a robust asset allocation strategy, investors can navigate economic uncertainties while maintaining consistent portfolio growth.

Geopolitical factors continue to play a crucial role in shaping wealth management strategies, influencing investment decisions worldwide. From trade conflicts to regulatory shifts, political developments...

Finout, the prominent FinOps-for-enterprise platform, announced today that it has secured a $40m Series C funding round.

Private equity investment has become an increasingly attractive avenue for wealth managers seeking to diversify portfolios and drive long-term growth. Unlike traditional investment options such...