Financial Planning

Olaf Baunack, Senior VP of Financial Services and Insurance at Intellias 

Reflecting on your 20-year career, can you share a key milestone that shaped your trajectory in financial services and insurance, as well as insights gained from challenges or regrets and how these contribute to your current role at Intellias? ...

Zetrix-Xinghuo international multi-chain wallet enables interoperable verifiable credentials and enhanced cross-border transactions 

Zetrix, a leading public Layer 1 Blockchain platform, has announced a significant milestone in its journey to connect businesses globally and streamline trade processes. The platform has unveiled a groundbreaking update to its native wallet application,...

Buckingham Advisor’s blueprint for 2024 prosperity in stocks, investments and more 

Ohio-based Buckingham Advisors releases educational information to prepare investors and businesses for 2024 changes in financial planning, investments and tax.  Buckingham Advisors is helping investors and businesses prepare for transitional changes...

Providing digital and affordable financial solutions to East African farmers

Bram van den Bosch, Co-founder and CEO of Emata, a company dedicated to providing digital and affordable financial solutions to East African farmers, shares the remarkable journey of the organisation, from its inception to a recent successful seed fund...

Financial well-being start-up closes US$4.75 million funding round 

Financial well-being start-up, Mintago, has closed a US$4.75 million funding round to further enhance its platform and accelerate its growth across the UK.   Mintago, a Financial Conduct Authority (FCA)-regulated company, offers the UK’s...

Analysing the role of investment brokers in an era of the AI-enhanced financial market 

Technology is always changing the rules and now Artificial Intelligence (AI) is changing roles across sectors such as the day-to-day duties of the investment broker. From streamlined decision-making to enhanced predictions, Seraj Asad Khan, Managing...

Get To Know: Paul Scott, CTO, Matrix Booking 

Paul Scott, CTO, Matrix Booking, speaks to us about his company, current major areas of investment within the industry and his most memorable achievement.   Can you tell us about your current position?  I’ve been the Chief...

Davies’ journey from traditional tools with Clarity 

Sean Keane, Director of Business Consulting at Davies explains how using ‘Clarity by Davies’ to develop a ‘digital twin’ of operations has helped accelerate business transformation. This has not only been beneficial for Davies’...

What your enterprise deals expose about your pricing strategy 

In today’s fiercely competitive business landscape, understanding the intricacies of pricing is paramount to a company’s success. For investors and private equity firms, the effectiveness of a company’s pricing strategy can reveal a wealth...

IFRS 17: The impact so far  

Following an extended period of preparation, this year saw many insurance companies worldwide implement the most significant change in global accounting standards in almost two decades the International Financial Reporting Standard (IFRS) 17 came into...

How are FinTech startups disrupting traditional banking and financial services?  

FinTech startups are revolutionising the financial landscape by leveraging technology to challenge traditional banking and financial service providers. Through innovation in areas such as digital payments, lending, wealth management and Blockchain...

AIQ Academy becomes first financial online education provider offered CPD accreditation  

AccountsIQ, the accountancy SaaS provider, has announced that its client-centric learning hub, AIQ Academy, is now officially CPD certified. The certification marks one of the first instances of an online education provider offering CPD accreditation...