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Wealth management stories

Morgan Stanley adds loan deposit feature via Hyperlayer
Risk & Compliance

Morgan Stanley adds loan deposit feature via Hyperlayer

Wealth Management clients can now receive securities-based loan proceeds into existing Morgan Stanley accounts, with restrictions enforced automatically.

By Sofiah Nichole Salivio • 3 min read • Yesterday
Birbank Private named Azerbaijan's top private bank
Fintech

Birbank Private named Azerbaijan's top private bank

Rapid asset growth and a 71.8% jump in clients helped the wealth arm become the first Azerbaijani bank to win the award.

By Sofiah Nichole Salivio • 3 min read • Last week
SEI launches portal for advisers' succession planning
Business Continuity

SEI launches portal for advisers' succession planning

A third of advisers are due to retire within a decade, leaving many firms without documented succession plans and under pressure to act earlier.

By Karen Joy Bacudo • 3 min read • Last week
CISI launches in Australia & New Zealand with AI push
Fintech

CISI launches in Australia & New Zealand with AI push

Regional finance professionals will gain access to CISI's AI ethics training and 2,000 learning resources after 5,000 members transferred from Finsia.

By Karen Joy Bacudo • 4 min read • Last week
Anthropic adds 11 partners to Claude for financial advisers
Risk & Compliance

Anthropic adds 11 partners to Claude for financial advisers

Advisers should spend less time toggling between systems as the expanded service links portfolio, planning and custodial data in one interface.

By Karen Joy Bacudo • 4 min read • Last month
Backbase launches Delivery Factory to speed bank projects
DevOps

Backbase launches Delivery Factory to speed bank projects

The tool aims to cut bank delivery times and reduce rework by linking AI agents to agreed requirements, design and code from the outset.

By Karen Joy Bacudo • 3 min read • Last month
Broadridge holds third in IDC FinTech Rankings again
Digital Transformation

Broadridge holds third in IDC FinTech Rankings again

Financial institutions' spending on core systems has kept Broadridge in third place in IDC's FinTech rankings for a fourth straight year.

By Karen Joy Bacudo • 3 min read • Last month
SEI names Kristie Edling-Day as Chief Information Officer
Digital Transformation

SEI names Kristie Edling-Day as Chief Information Officer

The hire comes as the firm expands overseas and steps up work on cyber controls, data governance and AI oversight across its platforms.

By Sofiah Nichole Salivio • 4 min read • Last month

Stories from Other Regions

Wealth management stories

Sunlife Asia rolls out Gemini to advisors across Asia
Digital Transformation

Sunlife Asia rolls out Gemini to advisors across Asia

Advisors in five Asian markets should spend less time on administration as the insurer embeds Google Workspace with Gemini into daily client work.

By Karen Joy Bacudo • 3 min read • Today
Hyperlayer launches Morgan Stanley loan deposit tool
Fintech

Hyperlayer launches Morgan Stanley loan deposit tool

The new feature lets eligible wealth clients spend securities-backed loan proceeds in their existing accounts without separate workflows or manual controls.

By Sofiah Nichole Salivio • 4 min read • 2 days ago
Most advisers using mallowstreet AI save hours weekly
Artificial Intelligence

Most advisers using mallowstreet AI save hours weekly

Surveyed users say the platform is freeing adviser capacity, with 85% reporting weekly time savings of three to 10 hours.

By Karen Joy Bacudo • 4 min read • Last week
SEI launches portal to help advisers plan succession
Business Continuity

SEI launches portal to help advisers plan succession

The portal targets firms facing succession pressure as one-third of advisers expect to retire within 10 years and many lack a documented plan.

By Shadda Lie Catugal • 3 min read • Last week
Trading 212 launches instant bank deposits with TrueLayer
Fintech

Trading 212 launches instant bank deposits with TrueLayer

The move should help investors automate regular top-ups, with funds available to trade immediately after transfer and fewer failed payments.

By Karen Joy Bacudo • 4 min read • Last week
Multipolitan raises USD $2 million seed funding round
Fintech

Multipolitan raises USD $2 million seed funding round

The funding will help launch a consumer app and widen services for wealthy clients as demand for cross-border mobility tools grows.

By Karen Joy Bacudo • 3 min read • Last week
Alto buys Forge Trust to expand self-directed IRAs
Real estate

Alto buys Forge Trust to expand self-directed IRAs

The combined business will oversee more than $20 billion in self-directed IRA assets, as private market investing moves deeper into retirement accounts.

By Mara Sugue • 4 min read • Last month
Singaporeans overlook interest on spare cash, survey finds
Financial Literacy

Singaporeans overlook interest on spare cash, survey finds

Three in four Singaporeans with spare cash do not think it is earning enough, as most overlook bank interest and track rewards instead.

By Karen Joy Bacudo • 4 min read • Last month
New Zealand risks losing AIP billions without banking
Immigration New Zealand

New Zealand risks losing AIP billions without banking

Without stronger private banking, New Zealand may fail to keep NZD $2.72 billion already committed under its investor visa scheme in the country.

By Karen Joy Bacudo • 5 min read • Last month