Fintech launches abridged DB advice service

Fintech firm Wealth Wizards, which combines Chartered Financial Planning and robo advice, has launched an automated ‘algorithmic’ abridged advice service for DB transfers.

Read more...

Financial Planning tech firm develops DB advice service

Financial Planning tech firm Wealth Wizards has revealed it is developing software that will enable financial advisers to implement a digital ‘abridged advice’ service.

Read more...

Ex-Pru Financial Planning director joins digital adviser

Digital financial adviser Wealth Wizards has recruited Peter Coleman, former Financial Planning and strategy director for Prudential’s advice division, as chief commercial officer. 

Read more...

Fintech firm launches regulated digital IFA

Fintech firm Wealth Wizards has launched a regulated digital independent financial adviser, available to users via employers.

Read more...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/