Planning Tools
Latest news | 11 Jun 25
Blacktower launches website for global visa and passport investments services
New website launched by Blacktower Financial Management Group aims to facilitate access to residency and citizenship thorugh investments.
Planning Tools | 4 Jun 25
13 questions for SOFI…and the AI answers
mallowstreet sees continued AI adoption needs in the advice industry, where those who do not conisder using such tools are likely to fall further behind in future.
Latest news | 1 Jul 24
Hayah Insurance launches updated product into DIFC market
The new offering has been promoted as Hayah’s alternative to the Dubai Employment and Welfare System (DEWS) for companies operating within the Dubai International Financial Centre (DIFC).
Investment | 27 Jun 24
Marlborough makes ‘substantial’ investment in Clever Adviser Technology
Marlborough takes ‘significant’ minority stake in Clever, which is a pioneer in the creation of quantitative analysis-driven fund selection and asset allocation services for financial planners in the UK.
Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers