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Fintech

Companies | 20 Jun 23

Simply Biz parent group buys stake in advice tech firm

In a bid to help the company ‘develop the future of financial planning CRM’

Companies | 15 Jun 23

UK-based digital wealth platform sold to global fintech firm

Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’

Companies | 9 Jun 23

43% of advisers see AI tech as a threat to their business

As one-fifth say they are fully prepared for Consumer Duty

Companies | 16 Feb 23

European fintech firms join forces to offer wealth tools

In a bid to help advice companies adapt to the digital world

Companies | 1 Feb 23

Fintech firm creates IFA client document platform

It will help advisers organise customers’ important financial and legal information

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.