Tag: financial planning

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

WealthTech signifies much more than merely integrating technology into financial planning. At its core, it embodies a pivotal shift that is radically changing the dynamics of wealth management.

Vyzer, the trailblazing digital wealth management platform, has successfully wrapped up its seed funding round.

Investors' financial behaviours have manifested a palpable shift towards riskier waters in 2023, marking a noticeable increase in an aggressive approach to investments compared to the previous year.

Platforms have evolved significantly over the years. Earlier, their main function was limited to the administration of assets. This encompassed the realm of custody, execution, and reporting. However, the definition of a 'progressive' platform today has transformed. Let’s delve deeper into the distinctive features of such platforms:

Timeline, an end-to-end financial planning platform, has proudly announced its recent accomplishments in the finance industry.

As the season for sustainability reporting draws near, organisations are presented with a golden chance to underline their dedication to ESG (Environmental, Social, and...

Finicast, a modern SaaS enterprise collaborative planning platform that allows teams to model, plan, forecast, and track performance, has announced a significant funding milestone.

Arsenal football player Jorginho, known for his midfield prowess on the pitch, has turned his hand to financial investments, becoming a founding investor in Gather, a budding FinTech start-up.

Spanish FinTech firm Embat, a disruptor in the financial planning and treasury management space for businesses, is taking a significant leap forward.