Wealth Wizards adds financial wellbeing software
- Tuesday, 21 June 2022
- Articles
Fintech firm Wealth Wizards has launched financial wellbeing software to help financial advisers improve their retirement prospects.
Read more...IFW returns to in-person wellbeing conference for Planners
- Friday, 25 March 2022
- Articles
The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.
Read more...Aegon partners with university for financial wellbeing study
- Tuesday, 31 August 2021
- Articles
Pension and investment provider Aegon has partnered with the Edinburgh Futures Institute and the Business School of the University of Edinburgh for a study into the science of financial wellbeing.
Read more...Planners quadruple client financial wellbeing
- Wednesday, 04 August 2021
- Articles
Consumers with a Financial Planner are four times more likely than those without to have high levels of financial wellbeing, according to a new report.
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