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Wealth Wizards adds financial wellbeing software

Fintech firm Wealth Wizards has launched financial wellbeing software to help financial advisers improve their retirement prospects.


IFW returns to in-person wellbeing conference for Planners

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.


Aegon partners with university for financial wellbeing study

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.


Planners quadruple client financial wellbeing

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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