Category: Finance/Wealth Management

WealthArc, the Swiss-born fintech revolutionizing wealth and asset management with AI-ready data infrastructure and intuitive portfolio management, announced it has surpassed 140 integrated custodian bank new generation data feeds within its proprietary platform, the WealthArc Data Box.

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.

Experts at Nottingham Accountants Archimedia Accounts have analysed the most common accounting mistakes small businesses make and provided their guidance on how to avoid them.

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.

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.

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.

In the world of investing, few concepts are as misunderstood [or as costly] as risk. Investors have a tendency to confuse risk with uncertainty - a mistake that can lead to overconfidence, poor decisions and significant financial losses.

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

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.

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.

The responsibilities of estate planners and finance professionals have deepened. Data is as valuable as physical possessions for many, and they require consideration when organizing inheritances.

When exiting a commercial lease, there are several important factors you should consider, and dilapidation costs is among the most significant.

Gen Z is emerging as a generation of financial planners, balancing economic independence and wealth building, according to new research.

One of the most important functions of running a business is bookkeeping, yet it is so often neglected or poorly performed.

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.

Families looking to preserve and maximise their financial assets have a range of financial and wealth management options.

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

Inheritance Tax (IHT) has been the subject of a lot of media and online discussion; some of it inaccurate. 

finmid today announced its expansion into eight new European markets.

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

Despite soaring rents in city hotspots, rising business rates, and inflationary pressures, brick-and-mortar shopping in the UK is undoubtedly on the rebound, with more stores opening than closing in the pandemic years of 2020-21.

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

Margin trading is an attractive way to improve profitability via the use of borrowed funds, commonly utilized in futures trading. Essentially, it allows traders more size than their current reserve — which in turn allows for the possibility of risk in extremely liquid markets. There’s an opportunity for a substantial profit if used wisely. However, only […]

According to data from life insurance specialists, LV=, 71% of women surveyed didn’t feel confident in what steps to take to avoid running out of money during their retirement years, compared to 50% of men.

According to data from life insurance and retirement specialists, LV=, 60% of adults surveyed in its Wealth and Wellbeing research programme, over the age of 50, think they’ll struggle financially in retirement.

Over recent years, more than 26.4 million of us have turned to ‘buy now pay later’ (BNPL) services to help us pay for both essentials and treats by spreading payments over a number of months.

One in three UK mortgage holders would consider equity release as a way of raising cash if they didn’t have to sell their property or downsize.

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.