Evelyn adds tech specialist to board in digital push
- Monday, 12 September 2022
- Articles
Financial Planning and wealth management firm Evelyn Partners has added technology specialist Kjersti Wiklund to its board as part of its digital innovation drive.
Read more...Fidelity launches AI-driven software for Planners
- Friday, 27 May 2022
- Articles
Retirement and investment provider Fidelity International is to launch an artificial intelligence-driven Financial Planning software tool for UK advisers.
Read more...FNZ invests in ESG impact data firm
- Tuesday, 17 May 2022
- Articles
Platform engine provider FNZ has invested an undisclosed sum in ESG impact data and analytics firm GIST.
Read more...Planner firm launches open banking-powered app
- Tuesday, 10 May 2022
- Articles
Open data and payments platform Moneyhub and financial analytics provider Envizage have developed an open banking-powered Financial Planning application for Financial Planning network the Academy of Life Planning.
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