Financial Planning

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,...

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...

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...

WiseAlpha, the pioneer of fractional bonds, announces new wealth management portal and white-label solution 

WiseAlpha, the first company to invent fractional bonds, has announced a new wealth management portal and white-label solution, making it easier than ever for wealth managers to give clients access to fractional bonds.  Corporate Bonds can give...

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...