Wealth management stories
The fee-based tier is aimed at Australian customers seeking steadier rewards, travel perks and investing access as card points lose appeal.
The tool aims to cut paperwork before advisers charge fees, as Australia's financial advice sector shrinks and compliance burdens mount.
The app lets traders query live positions and exposure in plain English, cutting out screenshots and manual uploads to ChatGPT.
Advisers at MPC Markets will get a single view across multi-broker, multi-currency holdings as the firm automates client review packs.
Pressure is mounting on financial firms to turn AI pilots into measurable results as SEI adds new leadership to its data overhaul.
Sensitive data can stay off the cloud as Custodia's Sentinel gives executives and researchers a local AI appliance for private document analysis.
Rising demand from sovereign wealth and pension funds is prompting a more targeted regional push across Asia-Pacific, where operational complexity is growing.
Banks could launch international transfers faster, as the Backbase integration cuts the complexity of linking to Mastercard Move.
The new link should cut errors and speed up private markets order handling as managers face heavier investor volumes and tighter service demands.
As Singapore's wealth sector grows, advisers are under pressure to serve more high-net-worth clients with less manual research and review.
Available first to premium members, the chat-based tool lets users manage spending, debt and savings inside the app as AI finance rivals multiply.
Most UK financial advisers are now serving younger investors, but fragmented software is adding hours of admin each week.
The funding will help the Edinburgh fintech expand tools that let banks check AI agents meet conduct standards for customers.
The full rollout could reduce administration and compliance burdens for Patronus Partners as wealth managers look to join up legacy systems with AI.
Recurring payments can now be authorised directly from UK bank accounts, with live use already underway for investing and rent.
Wealth advisers in Asia can now arrange life insurance funding without tying clients to a private bank, as Yuvarra opens in Hong Kong.
Women in the UK are far less likely than men to buy crypto, with many saying they lack the confidence or know-how to start investing.
Customers can now let their own AI software place equities trades or make card purchases, but Robinhood says safeguards and limits still apply.
Institutional investors in Hong Kong and Singapore are set to gain wider access to tokenised funds, bonds and structured products through the tie-up.
Finance teams could cut hours of manual drafting as the new tool builds full deal packs, including CIMs, from a single prompt.