Tag: financial planning

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.

Quinn, an AI-powered financial planning and advisory platform, has officially emerged from stealth mode with the aim of democratising access to personalised wealth management.

Affordability and financial resilience were at the heart of discussions during the Ortec Finance Dutch Housing Association Client Day 2025.

Abacum, a business planning software platform that helps finance teams optimise performance, has raised $60m in a Series B funding round.

Financial planning has long been a point of contention for UK housing associations, with outdated systems and rigid workflows causing growing frustration.

Imagine choosing a savings portfolio based on your “low risk” appetite, only to receive a recommendation for a higher-risk investment. That’s exactly what happened to one of Kidbrooke’s users, prompting the question: “Why?” The surprising answer—“because the model is working as it should”—opens a broader discussion about the role of intelligent modelling in digital financial advice.

Monarch, a personal finance platform focused on improving financial health for households, has raised $75m in a Series B funding round.

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...