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Wealth management stories

Xynon launches AI onboarding tool for advice firms
Data Protection

Xynon launches AI onboarding tool for advice firms

The tool aims to cut paperwork before advisers charge fees, as Australia's financial advice sector shrinks and compliance burdens mount.

By Mark Tarre • 4 min read • Last week
IG launches ChatGPT assistant for CFD trading clients
Digital Transformation

IG launches ChatGPT assistant for CFD trading clients

The app lets traders query live positions and exposure in plain English, cutting out screenshots and manual uploads to ChatGPT.

By Karen Joy Bacudo • 4 min read • This month
MPC Markets selects HeirWealth Atlas for reporting
Software-as-a-Service

MPC Markets selects HeirWealth Atlas for reporting

Advisers at MPC Markets will get a single view across multi-broker, multi-currency holdings as the firm automates client review packs.

By Mark Tarre • 4 min read • Last month

Global Stories

Wealth management stories

Custodia launches local AI device for sensitive data
Data Protection

Custodia launches local AI device for sensitive data

Sensitive data can stay off the cloud as Custodia's Sentinel gives executives and researchers a local AI appliance for private document analysis.

By Sean Mitchell • 4 min read • Last week
IQ-EQ appoints Wyn James to lead APAC asset owners
Human Capital Management

IQ-EQ appoints Wyn James to lead APAC asset owners

Rising demand from sovereign wealth and pension funds is prompting a more targeted regional push across Asia-Pacific, where operational complexity is growing.

By Sean Mitchell • 3 min read • Last week
Backbase & Mastercard tie-up boosts cross-border payments
Digital Transformation

Backbase & Mastercard tie-up boosts cross-border payments

Banks could launch international transfers faster, as the Backbase integration cuts the complexity of linking to Mastercard Move.

By Karen Joy Bacudo • 3 min read • Last week

Stories from Other Regions

Wealth management stories

TradingFront launches AI tools for Singapore wealth advisers
Fintech

TradingFront launches AI tools for Singapore wealth advisers

As Singapore's wealth sector grows, advisers are under pressure to serve more high-net-worth clients with less manual research and review.

By Karen Joy Bacudo • 4 min read • Last week
SoFi launches AI Coach for members' financial guidance
Data Protection

SoFi launches AI Coach for members' financial guidance

Available first to premium members, the chat-based tool lets users manage spending, debt and savings inside the app as AI finance rivals multiply.

By Karen Joy Bacudo • 4 min read • Last week
UK advisers see surge in younger clients, survey finds
Digital Transformation

UK advisers see surge in younger clients, survey finds

Most UK financial advisers are now serving younger investors, but fragmented software is adding hours of admin each week.

By Sofiah Nichole Salivio • 4 min read • Last week
Aveni raises GBP £12 million for AI assurance tools
Digital Transformation

Aveni raises GBP £12 million for AI assurance tools

The funding will help the Edinburgh fintech expand tools that let banks check AI agents meet conduct standards for customers.

By Karen Joy Bacudo • 5 min read • This month
WealthAi lands Patronus Partners as full deployment client
Customer Relationship Management

WealthAi lands Patronus Partners as full deployment client

The full rollout could reduce administration and compliance burdens for Patronus Partners as wealth managers look to join up legacy systems with AI.

By Karen Joy Bacudo • 4 min read • This month
TrueLayer launches Bank on File for recurring payments
Payment Technologies

TrueLayer launches Bank on File for recurring payments

Recurring payments can now be authorised directly from UK bank accounts, with live use already underway for investing and rent.

By Karen Joy Bacudo • 5 min read • This month
Yuvarra launches as independent premium finance lender
Fintech

Yuvarra launches as independent premium finance lender

Wealth advisers in Asia can now arrange life insurance funding without tying clients to a private bank, as Yuvarra opens in Hong Kong.

By Karen Joy Bacudo • 3 min read • This month
bunq study finds UK women lag men in crypto investing
Crypto

bunq study finds UK women lag men in crypto investing

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.

By Sofiah Nichole Salivio • 4 min read • This month
Robinhood opens AI agents to trading & card spending
Fintech

Robinhood opens AI agents to trading & card spending

Customers can now let their own AI software place equities trades or make card purchases, but Robinhood says safeguards and limits still apply.

By Karen Joy Bacudo • 4 min read • Last month
Finloop & Marketnode join to link tokenised products
Fintech

Finloop & Marketnode join to link tokenised products

Institutional investors in Hong Kong and Singapore are set to gain wider access to tokenised funds, bonds and structured products through the tie-up.

By Karen Joy Bacudo • 3 min read • Last month
Farsight launches AI tool for finance deal materials
Digital Transformation

Farsight launches AI tool for finance deal materials

Finance teams could cut hours of manual drafting as the new tool builds full deal packs, including CIMs, from a single prompt.

By Karen Joy Bacudo • 4 min read • Last month