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...7 firms join forces to push benefits of digital advice
- Monday, 01 November 2021
- Articles
Seven digital advice businesses have joined forces to push the benefits to consumers of digital advice over traditional advice.
Read more...Royal London acquires fintech Wealth Wizards
- Tuesday, 02 March 2021
- Articles
Royal London has acquired fintech firm Wealth Wizards from Liverpool Victoria for an undisclosed sum.
Read more...Fintech launches abridged DB advice service
- Monday, 08 June 2020
- Articles
Fintech firm Wealth Wizards, which combines Chartered Financial Planning and robo advice, has launched an automated ‘algorithmic’ abridged advice service for DB transfers.
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