Fintech
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
43% of advisers see AI tech as a threat to their business
As one-fifth say they are fully prepared for Consumer Duty
European fintech firms join forces to offer wealth tools
In a bid to help advice companies adapt to the digital world
Fintech firm creates IFA client document platform
It will help advisers organise customers’ important financial and legal information