
The Strategic Use of Short-Term Loans in Long-Term Financial Roadmaps In personal and business finance, the term “short-term loan” often raises red flags. People picture high borrowing rates, urgent repayments, and the risk of falling into debt. But when used strategically, these short-term loans can serve as powerful tools within a broader financial roadmap. They […]




The Strategic Use of Short-Term Loans in Long-Term Financial Roadmaps

The Risks of Following Financial Advice from Finfluencers, According to Jeffrey Fratarcangeli

How to Choose the Right Accounting Software for Your Business

Renting vs Buying a Condo Unit: Weighing the 2025 Math

How Much Should You Have Saved If You Want to Retire at 50?

Navigate the Latest in Finance and Investment with Wealth & Finance International.
We are dedicated to providing fund managers and institutional and private investors around the world with the latest industry news across both traditional and alternative investment sectors.
We are dedicated to recognising excellence across the globe. View all our awards here.
There are currently no year round awards.

The Strategic Use of Short-Term Loans in Long-Term Financial Roadmaps In personal and business finance, the term “short-term loan” often raises red flags. People picture high borrowing rates, urgent repayments, and the risk of falling into debt. But when used strategically, these short-term loans can serve as powerful tools within a broader financial roadmap. They […]

From TikTok to YouTube, financial influencers – or “finfluencers” – have emerged as the new, accessible faces of financial advice. These social media personalities offer quick tips on investing, real estate, cryptocurrency, and more, often with viral reach but little oversight. And while some are well-meaning, many lack the qualifications, experience, or fiduciary responsibility to […]

Accounting software is no longer a luxury reserved for large corporations—it has become an essential tool for businesses of all sizes to manage finances, reduce manual work, and stay compliant with ever-evolving tax regulations. Whether you're a startup managing invoices or an established company handling payroll and multi-currency reporting, the right software can simplify operations […]

In 2025, choosing between renting and buying a condo involves weighing monthly costs, upfront expenses, and long-term benefits. With mortgage rates near seven percent and varying market conditions across cities, understanding the full financial picture—including fees, tax breaks, and investment opportunities—is crucial for making an informed housing decision. The Monthly Cost Equation The financial difference […]

Retiring at 50 sounds like a dream, right? No more morning commutes, no more meetings, and finally having time to do what you love—traveling, gardening, painting, or just relaxing. But how much money do you need to make that happen? Planning for early retirement means thinking ahead. You’ll need to save more, start earlier, and […]

For a growing number of UK professionals, personal finance has become a frustrating middle ground. They’re earning well and have built up six-figure savings - but they’re still treated like entry-level investors.

The latest research from Towergate Employee Benefits reveals that 70% of employers with staff based outside of the UK do not know their total spend on employee benefits.

Financial reporting is an essential business process across all industries that allows companies to keep track of their overall financial health and maintain regulatory compliance.

Trustly, the world’s industry leader in Account-to-Account (A2A) payments, announces the signing of a strategic partnership with Paytweak, a French fintech specialising in modern payment links.

Victor Basta, together with Steve Bachmann and Dorian Maillard, has launched a new investment bank, Artis Partners, with the aim of achieving deeply prepared strategic exits for US and European technology companies.

In today’s competitive financial services landscape, many lenders and brokers struggle to meet their growth targets when relying solely on ad-hoc or siloed marketing activities. Whether it’s sporadic social media posts, one-off email campaigns, or scattered paid ads without clear objectives, this fragmented approach limits both brand potential and business development.

By Lloyd Farrow, Sales & Marketing Director at LanguageLine Solutions UK As international markets become increasingly interconnected, financial institutions are extending their reach beyond domestic borders to access new markets and diversify their portfolios. In this global landscape, Artificial Intelligence (AI) has emerged as a crucial tool for firms, not only enhancing competitiveness but also […]

Business owners are being warned to keep their providers up to date or risk invalidating their insurance. Insurance comparison experts from Quotezone.co.uk have highlighted six ways businesses may have unknowingly invalidated their business insurance. Business insurance protects against financial loss if something goes wrong while undertaking business related activities. From small business start-ups with a couple of employees, to large-scale corporations with a team of hundreds, insurance protection is key and it’s not uncommon for providers to deny claims, if the agreed terms have not been met.

Credit cards are a convenient way to manage finances, but how you use them can significantly affect your credit score. Sovereign Boss Financial Advisors, a leading financial advisory firm in the UK, outlines the types of purchases that could harm your credit score and offers advice on managing them responsibly.

Shawn-Marc Melo has come a very long way since he first started his sales career 15 years ago. With an impressive array of experience under his belt, he soon discovered his dream to launch his own fintech brokerage – and, two years ago, he did just that in the form of Lendwire Inc (Lendwire)., which has fast become Canada’s go-to online mortgage brokerage and lender.

FinTech solutions company Infinite Business Solutions (IBS) DMCC pioneers a range of leading edge technologies and value-added services for a variety of industries on a global scale. Striving to more than meet the demands of growing businesses with its worldwide reach and flexible delivery models, the company is being recognised particularly for its excellent self-service […]

Financial reporting is an essential business process across all industries that allows companies to keep track of their overall financial health and maintain regulatory compliance.

Incogni, a leading personal data removal service and data privacy company, released a new report that analyzes internet-based crimes targeting Americans aged 60 and older.

Many people’s wealth planning needs go beyond the capabilities of a robo-adviser. How do people know if they have outgrown robo-advisers?

The rise of mobile banking and financial management apps has changed how businesses and customers interact. The intent: offering increased convenience and efficiency.

Cryptocurrency investment has always been seen as too risky for businesses. Although potentially lucrative, it’s inherently volatile, with significant fraud potential, meaning that most businesses have preferred to put their money elsewhere.

Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced that QuickBooks will support almost two million additional tax payers and their accountants.

As global investors seek new regions of growth and resilience, Africa is increasingly seen not just as a frontier — but as the future.

Trustly, the world’s industry leader in Account-to-Account (A2A) payments, announces the signing of a strategic partnership with Paytweak, a French fintech specialising in modern payment links.

For a growing number of UK professionals, personal finance has become a frustrating middle ground. They’re earning well and have built up six-figure savings - but they’re still treated like entry-level investors.

The latest research from Towergate Employee Benefits reveals that 70% of employers with staff based outside of the UK do not know their total spend on employee benefits.

Financial reporting is an essential business process across all industries that allows companies to keep track of their overall financial health and maintain regulatory compliance.

Incogni, a leading personal data removal service and data privacy company, released a new report that analyzes internet-based crimes targeting Americans aged 60 and older.

Many people’s wealth planning needs go beyond the capabilities of a robo-adviser. How do people know if they have outgrown robo-advisers?

New research from Aviva reveals a concerning gap between perceived and actual knowledge around pensions in the UK, reinforcing the need for greater financial literacy and support.

People nearing state retirement age are reportedly saving less than any other age group in the UK, according to research conducted by investment, protection, retirement and in-house advice specialist, LV=.

If anyone in a business understands the importance of a strong pricing strategy, it’s the CFO. You’re acutely aware of the impact that emerging technology, such as AI, ML, and automation is having on billable hours.

New research from iwoca reveals big ticket loans are set to see increased interest from small and medium-sized enterprises (SMEs), as growth ambitions resurface.

Cash savings in the UK have reached a record total value of £2.05 trillion, breaching the £2 trillion mark for the first time.

UK start-ups raised £2.2 billion in new venture capital funding in the third quarter of 2024, marking a significant decline from the £4.4 billion secured in the previous quarter, according to recent data from HSBC.

In today’s competitive financial services landscape, many lenders and brokers struggle to meet their growth targets when relying solely on ad-hoc or siloed marketing activities. Whether it’s sporadic social media posts, one-off email campaigns, or scattered paid ads without clear objectives, this fragmented approach limits both brand potential and business development.

In today's world of rising living costs, finding ways to save money on weekly shopping is more important than ever.

Choosing the right fuel to power your property is an important decision.

Almost one third (30%) of UK business owners plan to sell their businesses to help fund their retirement, according to new research.

Although conditions are challenging for new business ventures this year with factors such as the pandemic and cost of living crisis playing a part, all hope is not lost.

The latest research from Towergate Employee Benefits reveals that 70% of employers with staff based outside of the UK do not know their total spend on employee benefits.

Handling estate planning correctly ensures the money goes where it's intended rather than getting eaten up by taxes and probate fees. Financial advisers can navigate clients along a path of long-term wealth preservation for their children, grandchildren and great-grandchildren.

The recent tariff-induced market sell off saw some of the biggest daily stock market falls since the Covid-19 market crash in 2020.

There’s an old saying: just because you can do something, doesn’t mean you should. This has never been more relevant than when companies consider creating their own financial tech from the ground up.

finmid today announced its expansion into eight new European markets.

In recent years, 80% to 90% of new cars and an increasing number of used vehicles have been bought with finance agreements.

We are used to seeing the word ‘millennial’ as a shorthand for young people, or even teenagers, often alongside shopworn cliches about avocado toast and phone addiction.

Elections invariably stir up a blend of anxiety and anticipation among investors, advisers, and clients. This year has seen its fair share of electoral events, each contributing its own ripple effect to the markets.

For a growing number of UK professionals, personal finance has become a frustrating middle ground. They’re earning well and have built up six-figure savings - but they’re still treated like entry-level investors.

Incogni, a leading personal data removal service and data privacy company, released a new report that analyzes internet-based crimes targeting Americans aged 60 and older.

New research from Aviva reveals a concerning gap between perceived and actual knowledge around pensions in the UK, reinforcing the need for greater financial literacy and support.

People nearing state retirement age are reportedly saving less than any other age group in the UK, according to research conducted by investment, protection, retirement and in-house advice specialist, LV=.

According to new research from cinch, the UK’s biggest online used car retailer, electric vehicle (EV) owners in the UK saved a potential £47,696,610 by renewing their Vehicle Excise Duty (VED) before the government's new road tax regulations came into effect on 1 April 2025.

If you’re experiencing wanderlust, hopping on a plane or train to your favorite or new destinations is the best cure. Finances can get in the way of your dream vacation, so smart planning is critical. How can you get the most from your budget? Here are seven expert tips to follow before heading to your next location.

Withdrawing funds from a retirement account can trigger a range of tax implications depending on the type of account and the timing of withdrawal.

Nearly three-quarters (72%) of UK employees say it is important that their employer offers a responsibly invested pension, new research from Scottish Widows reveals.

Getting taxpayer and stakeholder feedback is how tax policy should be developed by HMRC, say leading audit, tax and business advisory firm, Blick Rothenberg.

According to new research from cinch, the UK’s biggest online used car retailer, electric vehicle (EV) owners in the UK saved a potential £47,696,610 by renewing their Vehicle Excise Duty (VED) before the government's new road tax regulations came into effect on 1 April 2025.

Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced that QuickBooks will support almost two million additional tax payers and their accountants.

While 91% of UK self assessment tax payers have heard of Making Tax Digital (MTD) for income tax, new data reveals a critical gap between awareness and readiness.

Withdrawing funds from a retirement account can trigger a range of tax implications depending on the type of account and the timing of withdrawal.

According to data from investment, life insurance and retirement specialist LV=, only 46% of non-retired UK adults with a pension say they understand the financial implications of how much tax-free cash they can take from pension savings.

Maximizing your tax deductions can reduce your taxable income, but if you’re not documenting them currently, you could set yourself up for an IRS audit.

In 2025, the new government’s changes to the tax system will gradually roll out, including measures to reduce what it calls the ‘tax gap’.

The rise of mobile banking and financial management apps has changed how businesses and customers interact. The intent: offering increased convenience and efficiency.

Public sector organisations in the UK are facing an increasingly severe threat of advancing cyberattacks, such as ransomware, phishing and distributed denial-of-service (DDoS) attacks.

Experts suggest cyberattacks are evolving faster than you can keep up – Here’s how to protect your business.

UK Connect, a leading connectivity and communications solutions provider, has announced a strategic partnership with BlueFort, the UK's premier independent Security Solutions Partner, to significantly enhance cybersecurity protection for construction industry clients.

ALSO urges UK businesses to employ robust cybersecurity measures against ongoing, AI-boosted ransomware attempts.

New data from the latest annual SAP Concur CFO Insights Survey* reveals the evolution of top priorities for finance leaders amid challenging economic conditions and geopolitical tensions – from AI to cybersecurity.

87% of security professionals report that their organisation has encountered an AI-driven cyberattack in the last year, according to a new study by SoSafe, Europe’s largest security awareness and human risk management solution.

With the recent news from GCHQ that the UK is facing a “widening gap” in its ability to fight cyber threats, 2025 looks to be an increasingly tough year for cybersecurity experts


Welcome to the Q2 edition of Wealth & Finance International Magazine. As always, with every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative inv
Have A Read
Welcome to the Q1 edition of Wealth & Finance International Magazine. As always, with every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative inv
Have A Read
Welcome to the Q4 edition Wealth & Finance International magazine. As always, we strive to provide fund managers, alongside institutional and private investors, with the very latest industry news in the traditional and alternative investment spheres. From
Have A Read
Welcome to the Q3 edition Wealth & Finance International magazine. As always, we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative investment spheres. Des
Have A Read
Welcome to the Q2 edition of Wealth & Finance International magazine. As always, with every issue, we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative in
Have A Read
Welcome to the Q1 edition of Wealth & Finance International magazine. As always, with every issue, we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative in
Have A Read
Welcome to the Q4 edition of Wealth & Finance International magazine. As always, with every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative inv
Have A Read
Welcome to the Q3 edition of Wealth & Finance International magazine. As always, with every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative inv
Have A Read
Welcome to the Q2 edition of Wealth & Finance International Magazine. As always, with every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative inv
Have A Read
Welcome to the Q1 edition of Wealth & Finance International Magazine. As always, with every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative inv
Have A Read
Welcome to the Q4 edition of Wealth & Finance International Magazine. As always, with every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative inv
Have A Read
Welcome to the Q3 edition of Wealth & Finance International Magazine. As always, every issue we endeavour to provide fund managers, alongside institutional and private investors with the very latest industry news in the traditional and alternative investme
Have A Read
