Fintech
UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
43% of advisers see AI tech as a threat to their business
As one-fifth say they are fully prepared for Consumer Duty
European fintech firms join forces to offer wealth tools
In a bid to help advice companies adapt to the digital world
Fintech firm creates IFA client document platform
It will help advisers organise customers’ important financial and legal information
Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal