Wealth Wizards

Wealth Wizards launches self-service guidance software

Your profession

Wealth Wizards launches self-service guidance software

Royal London among users

clock 21 June 2022 • 2 min read
Wealth Wizards adds Mercer and abrdn duo to executive team

People

Wealth Wizards adds Mercer and abrdn duo to executive team

They join from Mercer and abrdn

clock 15 February 2022 • 2 min read
Seven firms form Digital Advice Group to support UK advice seekers

Your Business

Seven firms form Digital Advice Group to support UK advice seekers

Over 6 million UK adults prefer a digital solution

clock 01 November 2021 • 2 min read
Simon Binney: Structuring your business for digital advice

Your Business

Simon Binney: Structuring your business for digital advice

Two-part series

clock 01 November 2021 • 4 min read
Simon Binney: The changing face of post-pandemic financial advice

Your Business

Simon Binney: The changing face of post-pandemic financial advice

First of a two-part series

clock 25 October 2021 • 5 min read

Your profession

Royal London acquires Wealth Wizards from LV=

Subject to regulatory approval

clock 02 March 2021 • 1 min read

Technology

Andrew Martin: Growing your business with 'chatbot wizardry'

Can help close advice gap

clock 15 December 2020 • 6 min read

Your profession

Wealth Wizards enhances MyEva app in new Moneyhub partnership

To improve advice

clock 31 January 2020 • 1 min read

Technology

Wealth Wizards developing software for FCA's 'abridged advice' proposals

Early 2020

clock 22 August 2019 • 2 min read

Your profession

Advisers lose 43 days a year by not 'embracing' IT - Wealth Wizards

13 hours added to each new case

clock 17 June 2019 • 1 min read