Tag: financial planning

The wealth management sector has seen a gradual adoption of generative AI (GenAI) and large language models (LLMs), particularly as firms look to enhance efficiency and client interactions.

The initial stages of financial planning often receive significant focus in both digital and traditional advisory services. However, once a prospect becomes a client, ongoing engagement tends to diminish. This lack of interaction can leave clients feeling disconnected, resulting in missed opportunities for both the client and the wealth manager.

Range, an innovative AI WealthTech company, has raised $28m in a Series B funding round.

In today’s rapidly shifting financial landscape, it’s critical for investment advisors to fully understand their clients’ investments in digital assets.

In a recent interview, Fredrik Daveus, CEO of Kidbrooke, discussed the launch of KidbrookeONE, a transformative platform in wealth and asset management analytics.

Facet, the FinTech company known for revolutionizing financial planning, announced today that it has successfully raised an additional $35m in funding.

WTW has announced its acquisition of a stake in Atomos, a prominent, advice-led wealth manager operating in the UK.

In an era marked by rapid technological advancements and significant socio-economic shifts, the global wealth management sector is undergoing a transformative phase.

Ledgebrook, the rapidly growing InsurTech firm, has successfully closed a $17m Series B funding round.

Monzo, the leading digital bank in the UK, has introduced a groundbreaking pension product aimed at simplifying the retirement savings process.