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DataHaven on Insurance Fundamentals: Risk, Capital, and the Balance in Between
Yandy Plasencia from DataHaven offers an insightful way to think about how insurance really works […]
Peer Jelendorf Announced as New Smart Money People CEO
Smart Money People has announced the appointment of Peer Jelendorf as its new Chief Executive Officer, succeeding longstanding CEO Jacqueline Dewey
Millions of People Set to Get Extra Help With Investments and Pensions Decisions
Over the next decade at least 18 million people could be offered extra help with their investments and pensions with the introduction of targeted support by the FCA.
Bankrate Appoints Matt Fellowes as CEO
Bankrate announced Matt Fellowes as CEO of the personal finance platform that helps people make informed financial decisions
“Self-Care” or Self-Sabotage? New Loqbox Research Reveals the Top Excuses Brits Give for Not Saving
Loqbox has revealed the most popular excuses we tell ourselves when it comes to saving money
New Savings Study Shows Nearly 3 in 10 High-Income Americans Are Using AI for Financial Decisions
Raisin’s latest Summer Savings Series study shows that trust in AI for financial decisions is on the rise, with high earners serving as an early signal of the shift. Nearly three in ten households earning above $150,000 now use AI to guide financial choices, double the rate of those earning less than $75,000. This early adoption among higher earners signals a broader trend: growing consumer confidence in using technology to support financial decisions.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.
Fizz Report Highlights Gen Z Struggles to Balance Work, Gigs, and Financial Independence
Fizz, the leading money app for students, has released a report examining how college students […]
Chip Launches WealthScore: a Revolutionary Tool to Help Users Grow Their Wealth
Chip, the award-winning financial app*, has unveiled WealthScore, an innovative feature designed to empower users […]
Penny Forward Updates App to Boost Financial Education for Blind Americans
Penny Forward INC, a leading Minnesota-based 501(C)(3) nonprofit organization founded and run by people who […]
WPS Advisory Partners with Moneyhub to Launch Financial Confidence App LifeStage
WPS Advisory, the independent financial advice firm, has partnered with data & payments platform provider […]
MoneyLion Partners with Nova Credit to Activate Cash Flow Underwriting Within its Consumer Finance Ecosystem
MoneyLion Inc. (“MoneyLion”) (NYSE: ML), a digital ecosystem for consumer finance that empowers everyone to […]
Open Banking Marks Major Milestone of 10 Million Users
Open Banking Limited (OBL) announced today that there are now 10 million consumers and small […]
Avidia Bank Partners with Q2 and Personetics to Modernize its Digital Banking Experience and Strengthen Engagement
Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, […]
- Chargebase Launches to Help Merchants Cut Chargebacks and Give Easy Access to Verifi and Ethoca Alerts Read more
- APEXX Global Announces $10 Million Investment from Finch Capital to Accelerate Global Growth Read more
- Pluto Finance appoints Carl Bowcher as lending director Read more
- Clearwater Analytics and TreasurySpring Announce Platform Integration for Fixed-Term Cash Management Read more
- ING: AI Will Redefine Banking Careers Read more

