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Wealth management stories

Addepar unveils AI tools for investment professionals
Customer Relationship Management

Addepar unveils AI tools for investment professionals

The rollout aims to cut manual reconciliation and improve portfolio visibility as wealth managers face rising pressure to automate reporting and client updates.

By Sofiah Nichole Salivio • 4 min read • Last month
TD launches AI model to speed mortgage applications
Digital Transformation

TD launches AI model to speed mortgage applications

The bank says underwriters can now complete work in minutes rather than 15 hours, as it rolls out agentic AI across home lending.

By Karen Joy Bacudo • 4 min read • Last month
Temenos recognises standouts in banking technology
Software-as-a-Service

Temenos recognises standouts in banking technology

Major banking technology shifts are paying off for lenders, as Temenos cited faster lending, core migrations and AI use across winners.

By Karen Joy Bacudo • 4 min read • Last month

Stories from Other Regions

Wealth management stories

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
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
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
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
Financial planning firms boost technology spending
Data Analytics

Financial planning firms boost technology spending

The shift comes as 42% of firms use tech spend to cope with growth and regulation, up from 35% in the previous survey.

By Karen Joy Bacudo • 4 min read • Last month
TermPlus expands fixed-term accounts for SMSF investors
Inflation

TermPlus expands fixed-term accounts for SMSF investors

SMSF trustees hunting income are being offered higher target returns as TermPlus taps stronger demand for fixed-term private credit accounts.

By Karen Joy Bacudo • 4 min read • Last month
Wealthsimple expands into household & business banking
Small Business

Wealthsimple expands into household & business banking

Customers will soon be able to manage savings, spending and borrowing for family and business in one place as the firm broadens beyond investing.

By Karen Joy Bacudo • 4 min read • Last month
MUFG wins ElectricSuper admin deal worth AUD $1.8bn
Contact Centre

MUFG wins ElectricSuper admin deal worth AUD $1.8bn

The transfer will shift core member services for about 3,300 ElectricSuper members as the fund moves to a new administrator this year.

By Mark Tarre • 4 min read • Last month
National Bank of Canada teams up with Sardine on fraud
Data Analytics

National Bank of Canada teams up with Sardine on fraud

The deal gives National Bank of Canada new fraud tools as lenders race to curb losses without adding friction for customers.

By Karen Joy Bacudo • 3 min read • Last month
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 • Last month