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Wealth management Stories - Page 4

UK Stories

Wealth management stories

LGT Wealth Management UK picks Addepar for client data
Digital Transformation

LGT Wealth Management UK picks Addepar for client data

Wealth managers face mounting pressure to show clearer risk and performance as LGT Wealth Management UK adopts Addepar for more complex portfolios.

By Karen Joy Bacudo • 3 min read • Thu, 26th Mar 2026
SumUp adds in-app investing for merchants with Upvest
Disaster Recovery

SumUp adds in-app investing for merchants with Upvest

SumUp adds Upvest-powered in-app investing in Germany, letting small firms put EUR €1 into fractional money market funds via its app.

By Karen Joy Bacudo • 4 min read • Wed, 25th Mar 2026

Global Stories

Wealth management stories

FNZ launches premium Select service for wealth clients
Digital Transformation

FNZ launches premium Select service for wealth clients

Wealth clients will get faster platform changes and priority support as FNZ splits its offer into premium and standard service tiers.

By Karen Joy Bacudo • 3 min read • Last month
Robinhood fund buys into Stripe, AI start-up ElevenLabs
Fintech

Robinhood fund buys into Stripe, AI start-up ElevenLabs

Robinhood Ventures Fund I adds Stripe and ElevenLabs stakes to give retail investors listed access to late-stage private tech firms.

By Karen Joy Bacudo • 4 min read • Thu, 19th Mar 2026
OneVest unveils AI-powered workspace for wealth firms
Customer Relationship Management

OneVest unveils AI-powered workspace for wealth firms

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

By Karen Joy Bacudo • 3 min read • Wed, 18th Mar 2026

Stories from Other Regions

Wealth management stories

FWD Singapore marks 10 years with profitable growth
Digital Transformation

FWD Singapore marks 10 years with profitable growth

Profitability in FY2025 caps a decade of expansion for the insurer, as adviser-led sales and wealth products helped drive growth in Singapore.

By Sofiah Nichole Salivio • 4 min read • Mon, 30th Mar 2026
Openmarkets appoints David Jenkins to lead DeFi push
Crypto

Openmarkets appoints David Jenkins to lead DeFi push

The hire strengthens Openmarkets' bid to link trading systems with decentralised finance as it expands crypto and tokenised asset products.

By Mark Tarre • 3 min read • Mon, 30th Mar 2026
Bank of America rolls out AI meeting system for advisers
Digital Transformation

Bank of America rolls out AI meeting system for advisers

The roll-out could free advisers up to four hours per meeting, shifting wealth management time away from administration and towards clients.

By Karen Joy Bacudo • 4 min read • Sat, 28th Mar 2026
GenAI could revolutionise cardiac treatments and transplants
Digital Transformation

GenAI could revolutionise cardiac treatments and transplants

Early trials suggest the tool could cut diagnosis times by 80 per cent and reduce transplant rejection risk, easing pressure on surgeons.

By Adam Zuchetti • 5 min read • Fri, 27th Mar 2026
Revolut posts USD $2.3b profit, 99% NZ revenue growth
Fintech

Revolut posts USD $2.3b profit, 99% NZ revenue growth

New Zealand revenue nearly doubled as the fintech’s annual profit before tax climbed 57% to USD $2.3 billion on wider customer use.

By Karen Joy Bacudo • 4 min read • Thu, 26th Mar 2026
Revolut posts record results as Australia turns domestic
Crypto

Revolut posts record results as Australia turns domestic

Revolut posts record 2025 results as Australian users shift from travel spending to everyday banking, driving surging local profits.

By Karen Joy Bacudo • 4 min read • Wed, 25th Mar 2026
Colonial First State moves finance & HR to Oracle cloud
Data Analytics

Colonial First State moves finance & HR to Oracle cloud

Colonial First State shifts finance and HR to Oracle cloud to streamline operations and boost data-driven decisions on AUD $181 billion assets.

By Sean Mitchell • 4 min read • Tue, 24th Mar 2026
Hostplus signs five-year IT services deal with Interactive
Digital Transformation

Hostplus signs five-year IT services deal with Interactive

Super fund Hostplus has inked a five-year IT managed services deal with Interactive, adding an Australian-based service desk and cloud support.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 24th Mar 2026
GeoWealth adds Goldman Sachs in USD $42.5m Series C round
Fintech

GeoWealth adds Goldman Sachs in USD $42.5m Series C round

GeoWealth extends its Series C with a USD $42.5m minority stake from Goldman Sachs to fuel growth while its family office keeps control.

By Karen Joy Bacudo • 4 min read • Sat, 21st Mar 2026
SoFi tops JD Power study for DIY investor satisfaction
Fintech

SoFi tops JD Power study for DIY investor satisfaction

SoFi tops JD Power's 2026 US DIY Investor Satisfaction Study, beating rival digital brokerages on app experience, value and product range.

By Karen Joy Bacudo • 3 min read • Fri, 20th Mar 2026
PWL Capital selects d1g1t for wealth tech overhaul
Software-as-a-Service

PWL Capital selects d1g1t for wealth tech overhaul

PWL Capital taps d1g1t to replace spreadsheets with a bilingual, API-driven wealth platform for its USD $7 billion advisory business.

By Karen Joy Bacudo • 4 min read • Thu, 19th Mar 2026
moomoo boosts New Zealand push with hires, premium tier
Fintech

moomoo boosts New Zealand push with hires, premium tier

moomoo steps up its New Zealand expansion with first local hires, a high-net-worth Priority tier and investor workshops in Auckland.

By Karen Joy Bacudo • 4 min read • Wed, 18th Mar 2026