Finance/Wealth Management Archives - Wealth & Finance International https://wealthandfinance.digital/category/finance-wealth-management/ Wed, 09 Jul 2025 10:23:04 +0000 en-GB hourly 1 https://wordpress.org/?v=6.8.2 https://wealthandfinance.digital/wp-content/uploads/2018/07/cropped-favicon-2-32x32.jpg Finance/Wealth Management Archives - Wealth & Finance International https://wealthandfinance.digital/category/finance-wealth-management/ 32 32 Private Banking Without the Banker: The Fintech Taking Wealth Tools Into Its Own Hands https://wealthandfinance.digital/private-banking-without-the-banker-the-fintech-taking-wealth-tools-into-its-own-hands/ Wed, 09 Jul 2025 10:23:03 +0000 https://wealthandfinance.digital/?p=70674 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 post Private Banking Without the Banker: The Fintech Taking Wealth Tools Into Its Own Hands appeared first on Wealth & Finance International.

]]> 70% of Employers With Overseas Employees Do Not Know Their Benefits Spend https://wealthandfinance.digital/70-of-employers-with-overseas-employees-do-not-know-their-benefits-spend/ Wed, 09 Jul 2025 10:07:35 +0000 https://wealthandfinance.digital/?p=70671 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.

The post 70% of Employers With Overseas Employees Do Not Know Their Benefits Spend appeared first on Wealth & Finance International.

]]> Overcoming Financial Reporting Challenges With Dedicated Software https://wealthandfinance.digital/overcoming-financial-reporting-challenges-with-dedicated-software/ Mon, 30 Jun 2025 12:47:11 +0000 https://wealthandfinance.digital/?p=70658 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.

The post Overcoming Financial Reporting Challenges With Dedicated Software appeared first on Wealth & Finance International.

]]> Online Personal Data Enabled 72% of Elder Fraud Cases in 2024 https://wealthandfinance.digital/online-personal-data-enabled-72-of-elder-fraud-cases-in-2024/ Mon, 30 Jun 2025 11:58:20 +0000 https://wealthandfinance.digital/?p=70654 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.

The post Online Personal Data Enabled 72% of Elder Fraud Cases in 2024 appeared first on Wealth & Finance International.

]]> Multigenerational Wealth Planning: Key Indicators You’ve Outgrown Robo-Advisers https://wealthandfinance.digital/multigenerational-wealth-planning-key-indicators-youve-outgrown-robo-advisers/ Mon, 30 Jun 2025 10:30:08 +0000 https://wealthandfinance.digital/?p=70651 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 post Multigenerational Wealth Planning: Key Indicators You’ve Outgrown Robo-Advisers appeared first on Wealth & Finance International.

]]> Aviva Study Reveals Critical Knowledge Gap About UK Pensions https://wealthandfinance.digital/aviva-study-reveals-critical-knowledge-gap-about-uk-pensions/ Thu, 26 Jun 2025 14:48:15 +0000 https://wealthandfinance.digital/?p=70647 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.

The post Aviva Study Reveals Critical Knowledge Gap About UK Pensions appeared first on Wealth & Finance International.

]]> Retirement Unlocked: Essential Insights for Every Age https://wealthandfinance.digital/retirement-unlocked-essential-insights-for-every-age/ Tue, 17 Jun 2025 08:51:18 +0000 https://wealthandfinance.digital/?p=70633 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=.

The post Retirement Unlocked: Essential Insights for Every Age appeared first on Wealth & Finance International.

]]> Why Many Professional Services CFOs Are Advocating Deliverable-Based Pricing https://wealthandfinance.digital/why-many-professional-services-cfos-are-advocating-deliverable-based-pricing/ Mon, 16 Jun 2025 13:00:26 +0000 https://wealthandfinance.digital/?p=70625 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.

The post Why Many Professional Services CFOs Are Advocating Deliverable-Based Pricing appeared first on Wealth & Finance International.

]]> Accounting Experts Break Down the Most Common Mistakes SMEs Make https://wealthandfinance.digital/accounting-experts-break-down-the-most-common-mistakes-smes-make/ Tue, 10 Jun 2025 16:14:37 +0000 https://wealthandfinance.digital/?p=70614 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.

The post Accounting Experts Break Down the Most Common Mistakes SMEs Make appeared first on Wealth & Finance International.

]]> New Data Reveals An Estimated £47 Million Saved by UK EV Drivers Renewing Road Tax Before April Deadline https://wealthandfinance.digital/new-data-reveals-an-estimated-47-million-saved-by-uk-ev-drivers-renewing-road-tax-before-april-deadline/ Thu, 29 May 2025 16:20:51 +0000 https://wealthandfinance.digital/?p=70570 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.

The post New Data Reveals An Estimated £47 Million Saved by UK EV Drivers Renewing Road Tax Before April Deadline appeared first on Wealth & Finance International.

]]>