Wealth Wizards adds financial wellbeing software

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

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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.

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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.

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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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