CFOtech New Zealand - Technology news for CFOs & financial decision-makers
New Zealand

Wealth management Stories - Page 10

Global Stories

Wealth management stories

TradingFront unveils AI tools to boost adviser precision & growth
Fintech

TradingFront unveils AI tools to boost adviser precision & growth

TradingFront has launched AI tools to help financial advisers enhance portfolio management, client engagement, and business growth in wealth management.

By Kaleah Salmon • 4 min read • Fri, 17th Oct 2025
Russia, US & Brazil pose highest risks for wealthy crypto holders
Crypto

Russia, US & Brazil pose highest risks for wealthy crypto holders

Russia, the US and Brazil top the Executive Crypto Threat Index as the riskiest countries for wealthy cryptocurrency holders in 2025, while Japan and Singapore are safest.

By Shannon Williams • 4 min read • Fri, 17th Oct 2025
Salesforce & Anthropic deepen AI partnership for finance & health
Marketing Technologies

Salesforce & Anthropic deepen AI partnership for finance & health

Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.

By Sean Mitchell • 4 min read • Wed, 15th Oct 2025
Why it's vital to bring all of your customers on your CX transformation journey
Data Analytics

Why it's vital to bring all of your customers on your CX transformation journey

Australian banks must use AI and personalised service to rebuild trust and enhance customer experience across all age groups and regions.

By Jeremy Thomas • 5 min read • Mon, 13th Oct 2025
Azul launches TAP program to boost innovation in Java ecosystem
Virtualisation

Azul launches TAP program to boost innovation in Java ecosystem

Azul has launched the TAP program to boost innovation and collaboration within the Java ecosystem, offering partners technical support and access to broader markets.

By Melvin Hipolito • 4 min read • Wed, 24th Sep 2025
MongoDB expands AI tools & launches AMP to speed modernisation
Hybrid Cloud

MongoDB expands AI tools & launches AMP to speed modernisation

MongoDB has expanded AI search tools to on-premises users and launched AMP platform to speed legacy system modernisation with AI-powered automation.

By Catherine Knowles • 4 min read • Wed, 17th Sep 2025
ISG sells 75% stake to Shaw & Partners for NZD $67.5 million
DLA Piper

ISG sells 75% stake to Shaw & Partners for NZD $67.5 million

ISG has sold a 75% stake to Shaw and Partners for NZD $67.5 million, marking a major step in its growth and partnership with Switzerland's EFG International.

By Kaleah Salmon • 3 min read • Mon, 18th Aug 2025

Stories from Other Regions

Wealth management stories

Traditional banks face 2026 shakeup as neobanks, fraud & T+1 loom
Crypto

Traditional banks face 2026 shakeup as neobanks, fraud & T+1 loom

In 2026, traditional banks will face fierce competition from neobanks, rising fraud risks, and new ISO 20022 rules, forcing urgent modernisation or loss of customers.

By Melania Watson • 4 min read • Fri, 21st Nov 2025
Trusted fintechs key to bridging traditional and decentralised finance
Crypto

Trusted fintechs key to bridging traditional and decentralised finance

Trusted fintechs are crucial to bridging traditional and decentralised finance, enabling faster, transparent access to digital assets for all investors.

By Dan Jowett • 4 min read • Thu, 20th Nov 2025
AI, embedded finance & inclusion lead India fintech trends
Fintech

AI, embedded finance & inclusion lead India fintech trends

India's fintech sector readies for a decade of innovation, with AI, embedded finance, wealth inclusion, and cyber resilience driving growth through 2026.

By Kaleah Salmon • 3 min read • Fri, 14th Nov 2025
Compare Club ramps up life broker acquisitions amid sector shift
Partner Programmes

Compare Club ramps up life broker acquisitions amid sector shift

Compare Club is expanding its acquisition of life insurance brokerages as advisers shift focus from legacy policies to financial planning and wealth management.

By Melania Watson • 3 min read • Tue, 11th Nov 2025
Openmarkets to raise USD $50 million for Asia DeFi expansion
Crypto

Openmarkets to raise USD $50 million for Asia DeFi expansion

Openmarkets plans to raise USD $50 million to expand its DeFi capabilities and presence across Asia and the US, targeting crypto trading and asset tokenisation.

By Catherine Knowles • 4 min read • Thu, 30th Oct 2025
CFS & University of Sydney launch AI PhD internships in wealth
Human Capital Management

CFS & University of Sydney launch AI PhD internships in wealth

Colonial First State and University of Sydney launch AI PhD internships to boost wealth management with practical research and innovation.

By Shannon Williams • 3 min read • Thu, 23rd Oct 2025
Australian finance sector leads world in AI & cybersecurity push
Digital Transformation

Australian finance sector leads world in AI & cybersecurity push

Australian financial firms lead globally in AI and cybersecurity adoption, prioritising resilience and data excellence amid digital transformation.

By Catherine Knowles • 4 min read • Thu, 23rd Oct 2025
Jio Payments Bank to deploy cashless tolling on key Gurugram-Jaipur route
Payment Technologies

Jio Payments Bank to deploy cashless tolling on key Gurugram-Jaipur route

Jio Payments Bank will introduce contactless Multi-Lane Free Flow tolling on the Gurugram-Jaipur route, enhancing convenience with digital payment tech.

By Kaleah Salmon • 3 min read • Thu, 16th Oct 2025
Xynon raises up to USD $10 million to disrupt adviser platform market
User experience

Xynon raises up to USD $10 million to disrupt adviser platform market

Sydney fintech Xynon plans to raise up to USD $10 million to grow its adviser-focused wealth platform, integrating Morrison Securities' broker infrastructure.

By Sean Mitchell • 4 min read • Wed, 24th Sep 2025
MongoDB unveils AMP to speed enterprise app modernisation with AI
Digital Transformation

MongoDB unveils AMP to speed enterprise app modernisation with AI

MongoDB launches AI-powered AMP platform to help enterprises modernise legacy apps faster, with key development and pilots led by its Australian team.

By Sean Mitchell • 4 min read • Thu, 18th Sep 2025
Max Bonpain joins Openmarkets as Chief Marketing Officer to drive growth
Fintech

Max Bonpain joins Openmarkets as Chief Marketing Officer to drive growth

Max Bonpain has joined Openmarkets as Chief Marketing Officer to spearhead growth and international expansion in wealth and finance sectors.

By Melvin Hipolito • 3 min read • Tue, 19th Aug 2025