Tag: retirement planning

Voya Financial has launched WealthPath, a new platform designed to strengthen its wealth management capabilities and empower financial advisors to provide more integrated and personalised financial guidance.

In the wealth management industry, scaling personalised advice while growing Assets under Management (AuM) has become more than a differentiator — it is now...

Kidbrooke has introduced a new employee benefits platform, Life, designed to transform the management of End of Service Benefits (EOSB) in the UAE and the wider Gulf region.

Modern Wealth teams up with RISR to boost strategic business owner planning. Read how this new partnership empowers advisors

april, a FinTech company specialising in embedded, AI-powered tax infrastructure, has raised $38m in a Series B funding round. The round was led by QED...

Retirable, a retirement platform tailored for middle-income Americans, has secured $10m in a Series A funding round to expand its reach and enhance its smart retirement planning tools.

The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.

In an era where regulatory scrutiny is intensifying, Wealth Management firms are under pressure to ensure their retirement planning processes are not only precise but also align with client needs as stipulated by the Financial Conduct Authority (FCA).

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.

PensionBee, a leading provider in the consumer retirement market, has announced a new partnership with ClearScore, a financial marketplace focused on improving users’ financial wellbeing.