Transact launches new integration with Plannr
Intense Life Desires Transact website Adviser platform Transact has launched a new integration with fintech Plannr which the two...
Expense Tracking
Provision in Trump’s new law double-edged sword for retirees
The Trump administration has claimed that the recently passed tax and spending bill “delivers on...
Wealthbox Signals Plan To Move Upmarket After Selling $200M Majority Stake (And More Of The Latest In Financial #AdvisorTech – July 2025)
Welcome to the July 2025 issue of the Latest News in Financial #AdvisorTech – where...
Crypto crooks jailed for 12 years for £1.5m investment fraud
Illustration of crypto coins Two individuals have been sentenced to a combined 12 years in...
4 questions to ask vendors before buying generative AI tools
I was on a call with my financial advisor recently discussing estate planning when they...
Consolidator snaps up HSBC UK life and bond arm
HSBC Life (UK) is a specialist life protection and investment bond provider European life and...
How to buy peace of mind with cybersecurity tech: Show Me Your Stack
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview...
Pensioners defend viability of the State Pension
Retirees also defended the Triple Lock mechanism. More than nine in 10 UK adults over...
How financial advisors can vacation without interruption
As summer and the July 4 holiday approaches, financial advisors might be ready to step...
Investors pull £622m from US equity funds
The Investment Association attributed the falls to a “significant shift in sentiment” due to uncertainty...