Wealth Wizards News Today

Punter Southall has launched a digital retirement planning solution for businesses and their employees, as well as pension schemes and their members.

Boring Money and Wealth Wizards have joined forces in a bid to improve access to financial advice and close the so-called advice gap.

Consumer investment website Boring Money and financial guidance and advice technology provider Wealth Wizards have announced a strategic partnership to help millions of UK adults who fall into the advice gap. The partnership will focus on the 12 million UK adults in the advice gap who want some help around planning

The FCA and Treasury have set out three proposals as part of their joint advice and guidance boundary review.

The Financial Conduct Authority (FCA) and HM Treasury have set out three proposals as part of their joint advice/guidance boundary review including a new form of simplified advice for consumers.

Consumer vulnerability is a major concern for the regulator and features heavily in Consumer Duty. Those giving financial advice need to be able to ensure they identify vulnerable clients in a way that is consistent and auditable, argues Nick Hall

The metaverse offers “exciting engagement opportunities” for the financial advice sector. This is what Wealth Wizards co-founder and chief strategy officer Tony Vail said.

Good morning and welcome to your Morning Briefing for Friday 23 June, 2023. To get this in your inbox every morning click here. Advice/Guidance working group The chief executive of Wealth Wizards has been appointed to the Advice/Guidance boundary review working group. Ben Hampton will join other industry experts in

Artificial intelligence (AI) will open the gates for a radically different way of working for financial advisers though what that will look like in practice remains relatively unknown, industry professionals say.

As Consumer Duty demands firms evidence good outcomes for clients, optimising more of the advice process is the most logical next step, says Nick Hall