Financial planning business Finli Group has completed six acquisitions in the first quarter of 2026 as it continues to expand its nationwide presence. The firms joining Finli are Adrian Smith Wealth Management in Lancashire, GM Wealth Management in Wrexham, JSP Financial Services in Birmingham and Roxborough Wealth Management in Cobham. The business has also acquired
Geneva’s Bedrock Group has long been one of the most respected names in Swiss independent wealth management. Founded in 2004 by Ariel Arazi, Maurice Ephrati and David Joory — who continue to run the firm — it built its reputation serving ultra-high-net-worth families with a rigorous, family office-grade approach, managing 8.4 billion Swiss francs in
The financial planning business has bought: Adrian Smith Wealth Management, Lancashire GM Wealth Management, Wrexham JSP Financial Services, Birmingham Roxborough Wealth Management, Cobham It also acquired two client banks in Basingstoke and Great Missenden. The deals brought the group’s total AUM to more than £7.5bn. Finli chief acquisitions officer James Bryce said: “This early momentum
While known to date as a startup incubator, artificial intelligence developer, and AI consultancy to the wealth management industry, TIFIN has announced TIFIN.AI, an enterprise platform designed for wealth managers and product providers, featuring an agent library intended to streamline workflows across operations, investments and growth. The development firm originally announced its generative AI platform
Client portfolios worth millions often sit within cloud environments that appear stable on the surface. Gianna Maldonado, founder of Rebuild I.T., believes those environments frequently carry unseen vulnerabilities that only emerge under pressure. In her view, a breach in wealth management does not remain confined to systems; it extends into trust, fiduciary responsibility, and the
Key insight: OpenAI acquired a second PFM app as it builds personal financial advice capabilities into ChatGPT. What’s at stake: Banks and fintechs are at risk of becoming disintermediated from their customers if they go to ChatGPT for finance advice instead of bank-embedded PFM tools. Expert quote: “The deal is less about OpenAI entering banking
In early February, the launch of Altruist’s artificial intelligence tax planning tool sparked a selloff in wealth management stocks, erasing more than $100 billion in market value. The incident had investors questioning the valuing of traditional, legacy wealth management models and whether AI-enabled advisory tools could disrupt the industry. A new McKinsey report says the
The wealth management industry is experiencing structural change. Regulatory requirements continue to expand, portfolios are becoming more complex, and client expectations increasingly favour transparency and digital access. At the same time, many firms remain constrained by fragmented systems and legacy infrastructure that limit efficiency and scalability. In this context, a modern wealth management platform has
The wealth management industry is experiencing structural change. Regulatory requirements continue to expand, portfolios are becoming more complex, and client expectations increasingly favor transparency and digital access. At the same time, many firms remain constrained by fragmented systems and legacy infrastructure that limit efficiency and scalability. In this context, a modern wealth management platform has
Deeper Dive: Our Top Tested Picks EDITORS’ NOTE April 14, 2026: With this update, our lineup of recommended personal finance and budgeting apps remains unchanged. We have vetted the existing picks for currency and availability. (Credit: Quicken) (Credit: Quicken) SCORE 4.5 Outstanding What Our Ratings Mean 5.0 – Exemplary: Near perfection, ground-breaking 4.5 –