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Standard Chartered partners with Moneythor for personal finance tool 
Financial Planning
October 13, 2020

Standard Chartered partners with Moneythor for personal finance tool 

Standard Chartered Bank in Singapore has partnered with FinTech Moneythor.   In Br...

Salary-on-demand startup AnyDay goes live

From Around The Web

Financial Planning
August 10, 2020

Salary-on-demand startup AnyDay goes live

AnyDay, the world’s first vertically integrated provider of end-to-end on-demand wage pay and other...

Hosted By: Finextra

Fintech startup Jirav raises $8.3M for financial planning and analysis software

From Around The Web

Financial Planning
July 23, 2020

Fintech startup Jirav raises $8.3M for financial planning and analysis software

San Francisco-based startup Jirav raised $8.3 million for its cloud-based financial planning softwar...

Hosted By: GeekWire

ZipTel to acquire US money management app Douugh

From Around The Web

Financial Planning
March 24, 2020

ZipTel to acquire US money management app Douugh

Australian telecommunications firm ZipTel has entered a binding agreement to acquire US-based smart...

Hosted By: Finextra

New financial health FinTech has BBVA, Anthemis backing
Financial Planning
February 20, 2020

New financial health FinTech has BBVA, Anthemis backing

A new FinTech, Wollit, which focuses on financial health has been backed by Anthemis and BBVA. In...

Digital advice, adapt or die: new whitepaper

Posted By The Community

Financial Planning
January 14, 2020

Digital advice, adapt or die: new whitepaper

On Wednesday 27th November, we welcomed expert speakers from the world of financial advice and beyon...

Written By: Wealth Wizards

Wealth Wizards confirms new growth funding round

Posted By The Community

Financial Planning
December 20, 2019

Wealth Wizards confirms new growth funding round

Wealth Wizards, a market-leading financial advice technology provider, confirms that is in ongoing d...

Written By: Wealth Wizards

Advice gap? We have an advice capacity gap – and we can solve it with 'piloted advice'

Posted By The Community

Financial Planning
December 03, 2019

Advice gap? We have an advice capacity gap – and we can solve it with 'piloted advice'

If you had to pick a problem that has lingered longest in retail financial services, the “advice gap...

Written By: Wealth Wizards

Three sure ways to secure recommendations and referrals

Posted By The Community

Financial Planning
September 19, 2019

Three sure ways to secure recommendations and referrals

Waaaay back in the 1990s, when the cheeky McDonald’s meal advisers grabbed in between client appoint...

Written By: Wealth Wizards