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Wealth management Stories - Page 4

UK Stories

Wealth management stories

UK advisers warm to agentic AI in wealth platforms
Digital Transformation

UK advisers warm to agentic AI in wealth platforms

Confidence in agentic AI is rising among UK advisers, but regulation and oversight will decide whether it reaches day-to-day platform use.

By Karen Joy Bacudo • 4 min read • Fri, 8th May 2026
Lightyear launches ready-made plans for UK investors
Fintech

Lightyear launches ready-made plans for UK investors

A simpler route into the stock market may appeal to UK savers, as most hold cash while fewer than one in six own shares or funds.

By Karen Joy Bacudo • 3 min read • Wed, 6th May 2026
WealthAi launches AI compliance tool for wealth managers
Unified Communications

WealthAi launches AI compliance tool for wealth managers

Wealth managers face tighter regulatory scrutiny as the platform promises to replace spreadsheet checks with real-time review of all client messages.

By Karen Joy Bacudo • 4 min read • Mon, 4th May 2026

Global Stories

Wealth management stories

FintechOS Data Core lands on Google Cloud Marketplace
Digital Transformation

FintechOS Data Core lands on Google Cloud Marketplace

Financial firms can now buy and deploy FintechOS's governed data layer through Google Cloud, speeding procurement for AI projects.

By Karen Joy Bacudo • 4 min read • Wed, 20th May 2026
Ledn sees Bitcoin loans market hitting USD $1 trillion
Crypto

Ledn sees Bitcoin loans market hitting USD $1 trillion

Survey data suggest trust, not demand, is the main hurdle as Bitcoin-backed consumer lending expands from a USD $3 billion base.

By Joseph Gabriel Lagonsin • 4 min read • Wed, 20th May 2026
Backbase & Atos team up on AI-led banking modernisation
Data Protection

Backbase & Atos team up on AI-led banking modernisation

Banks in tightly regulated markets will get help modernising systems without surrendering data control, compliance or operational resilience.

By Sean Mitchell • 3 min read • Thu, 14th May 2026
Iress names new CTO as it lifts AI-led platform overhaul
Digital Transformation

Iress names new CTO as it lifts AI-led platform overhaul

Rising AI spend and a modular rebuild are set to reshape Iress' wealth software as it names a new Group Chief Technology Officer.

By Mark Tarre • 4 min read • Thu, 14th May 2026
Addepar launches data exchange on Databricks for AI
Data Analytics

Addepar launches data exchange on Databricks for AI

Financial firms could gain cleaner audit trails and more reliable AI outputs as a managed data layer links investment systems and workflows.

By Sean Mitchell • 3 min read • Mon, 11th May 2026
Iress partners with Thoughtworks on wealth overhaul
Data Analytics

Iress partners with Thoughtworks on wealth overhaul

The programme aims to cut complexity for wealth clients as Iress modernises ageing platforms and adds AI to speed delivery and reduce costs.

By Sean Mitchell • 3 min read • Thu, 7th May 2026
TD Insurance launches first AI chatbot for clients
Unified Communications

TD Insurance launches first AI chatbot for clients

The tool aims to cut routine enquiries and help Canadians compare cover without logging in, as TD expands AI across its businesses.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 5th May 2026

Stories from Other Regions

Wealth management stories

Block Earner wins first digital asset credit licence
Crypto

Block Earner wins first digital asset credit licence

The approval lets eligible Australians borrow against crypto holdings under direct oversight, as the sector seeks clearer rules and mainstream acceptance.

By Karen Joy Bacudo • 4 min read • Thu, 21st May 2026
ChatGPT adds Plaid-linked personal finance preview
Data Protection

ChatGPT adds Plaid-linked personal finance preview

Users can now ask ChatGPT about their own spending and savings after OpenAI added a Plaid-linked finance preview for US Pro subscribers.

By Karen Joy Bacudo • 4 min read • Tue, 19th May 2026
Questrade goes live with Temenos software for Questbank
Software-as-a-Service

Questrade goes live with Temenos software for Questbank

The rollout gives Questbank the core banking system it needs to begin offering deposits and mortgages to Canadian customers under OSFI rules.

By Mark Tarre • 3 min read • Sat, 16th May 2026
FNZ deepens FirstCape partnership with platform shift
Digital Transformation

FNZ deepens FirstCape partnership with platform shift

The deal gives FirstCape a new platform for its New Zealand wealth businesses, with FNZ taking over build, migration and ongoing operations.

By Sean Mitchell • 3 min read • Fri, 8th May 2026
Deloitte Taiwan & Zodia Custody strike digital pact
Fintech

Deloitte Taiwan & Zodia Custody strike digital pact

Taiwan’s banks and fund managers are getting new digital asset infrastructure as stricter rules push firms to prioritise compliance and custody.

By Karen Joy Bacudo • 3 min read • Thu, 7th May 2026
Digital assets drive record growth in Australian SMSFs
Crypto

Digital assets drive record growth in Australian SMSFs

Younger investors and cryptocurrency demand helped push Australia’s SMSF sector to a record 33,224 net new funds last financial year.

By Karen Joy Bacudo • 4 min read • Tue, 5th May 2026
Wealthsimple adds futures & options for active traders
Fintech

Wealthsimple adds futures & options for active traders

Canadian self-directed investors will get more advanced tools as Wealthsimple opens futures and broader options access on one platform.

By Karen Joy Bacudo • 4 min read • Tue, 5th May 2026