Latest tagged: "financial planning"
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From Around The Web
Standard Chartered partners FinTech BetterTradeOff to offer new online financial planning solution
15 April 2021
Online tool simulates different financial scenarios and provides options to build a highly comprehensive personal plan in minutes.
Hosted By: Hubbis
From Around The Web
Fintech startup Jirav raises $8.3M for financial planning and analysis software
23 July 2020
San Francisco-based startup Jirav raised $8.3 million for its cloud-based financial planning softwar...
Hosted By: GeekWire
Posted By The Community
Our new retirement tool will help users imagine their future
20 October 2019
Imagining your future retirement and how much you’ll need for it can be difficult when it’s so many...
Written By: Wealth Wizards
Posted By The Community
Three sure ways to secure recommendations and referrals
18 September 2019
Waaaay back in the 1990s, when the cheeky McDonald’s meal advisers grabbed in between client appoint...
Written By: Wealth Wizards
Posted By The Community
Wealth Wizards appoints Scanes Bentley as chairman
16 June 2019
Wealth Wizards, the digital financial advice scale up, is pleased to announce the appointment of Sca...
Written By: Wealth Wizards