Financial Planning

Q&A: Pavitar Singh, CEO and Co-founder at UnifyApps 

After securing a US$20 million Series A funding round led by ICONIQ Growth, UnifyApps is set to help businesses in the UAE and KSA leverage AI to unify data and streamline workflows. In an interview with CEO, Pavitar Singh, we explore how UnifyApps is...

National insurance and financial services firm, Alera group, deploys AI-powered platform 

Alera Group, a leading independent national insurance and financial services firm, has announced the selection and deployment of the TIFIN @Work AI-powered workplace benefits and wealth management platform. Alera Group’s Retirement Plan Services...

Backbase unveils Intelligence Fabric to unlock AI-productivity gains for banks 

Backbase is excited to announce a major expansion of the Engagement Banking Platform with the introduction of the Intelligence Fabric layer, a powerful set of data and AI infrastructure and development capabilities that are now natively embedded in the...

Bread Financial launches IRA retirement savings and CDs

Bread Financial, a tech-forward financial services company, has introduced its IRA Retirement Savings and CDs, a new individual retirement account (IRA) offering that includes High-Yield Savings Accounts (HYSA) and Certificates of Deposit (CD) options. The ...

FinTech’s growing indifference to agency banks highlights rifts in long-term relationships 

ClearBank, the enabler of real-time clearing and embedded banking for financial institutions, has released research into the attitudes of FinTechs towards agency banks, with worrying implications for long-term relationships.  The report, ‘How...

Klarna now an official Apple reseller with the launch of new storefront

Klarna, the AI-powered global payments network and shopping assistant, has unveiled ‘Apple from Klarna’, a storefront in the Klarna app and Klarna.com where customers can purchase Apple products using its flexible payment options. Now an official Apple res...

Crypto.com receives payment service provider licence from Central Bank of Bahrain 

Crypto.com has received full approval to provide payment service provider (PSP) services from the Central Bank of Bahrain through its subsidiary registered in the Kingdom of Bahrain under the commercial name “FORIS GFS BH B.S.C. CLOSED”, adding to the com...

The process of hyper-regulation in asset management has sped up

We hear from José Fernando Martínez, Chief Compliance Officer at MAPFRE AM. He discusses the rise in regulation in the asset management industry over the past 26 years, the same number of years he’s been working at MAPFRE AM. In fact, he notes that there’s been ...

2024 Schwab Modern Wealth Survey shows increasing financial confidence from generation to generation and younger Americans investing at an earlier age 

More than 60% of Americans feel they are in a better position to achieve their financial goals than the generations that came before them, according to Schwab’s eighth annual Modern Wealth Survey, an examination of how Americans think about saving, s...

Spotting ‘finfluencer’ red flags: Tips for identifying credible financial advice online 

The rise of the ‘finfluencer,’ a term combining the social media influencer and finance advisor, brings both an array of misinformation and too-good-to-be-true hacks whilst potentially making alternative and lesser-known information and methods on financial dec...

MoneyGram Haas F1 Team selects EY to implement Microsoft Dynamics solution 

MoneyGram Haas F1 Team has selected EY to implement its Microsoft Dynamics 365 Finance and Supply Chain solution.   EY will provide consulting services to support Haas adopt a greater system functionality through the Microsoft Dynamics platform....

Cambridge-based deep tech start-up Theia Insights raises US$6.5 million to bring foundational AI to the global investment community 

Theia Insights, a UK-based deep tech start-up launched by former Amazon Alexa scientist and solo entrepreneur Dr Ye Tian, has raised US$6.5 million. In another example of US venture capital looking to the UK for the most innovative technology companies, the...