Wealth management Stories - Page 5

Kiwi Stories

Wealth management stories

Feijoa named INFINZ innovation finalist for KiwiSaver app

Round-ups of coffee and grocery buys could lift KiwiSaver balances by nearly USD $1,000 a year without changing budgets.

By Karen Joy Bacudo • 4 min read • Mon, 13th Apr 2026

Global Stories

Wealth management stories

Space Technologies

Bitget launches IPO Prime with SpaceX-linked pre-sale

Retail investors can now buy into pre-IPO exposure to SpaceX through a tokenised product as exchanges seek new fee streams.

By Karen Joy Bacudo • 4 min read • Mon, 13th Apr 2026

DevOps

Ascendion named HFS market leader in agentic services

The ranking spotlights growing buyer demand for proven AI savings as enterprises shift from pilots to production across core operations.

By Sofiah Nichole Salivio • 3 min read • Sat, 11th Apr 2026

Fintech

Webull UK cuts commission on US & Hong Kong shares

UK retail investors can now trade Hong Kong shares for free on Webull, as the broker adds a flexible Stocks and Shares ISA.

By Karen Joy Bacudo • 4 min read • Wed, 1st Apr 2026

Crypto

SC Ventures backs Keyrock in USD $1.1 billion round

Digital asset markets gained a fresh vote of confidence as the Brussels-based firm secured Series C funding and a USD $1.1 billion valuation.

By Karen Joy Bacudo • 4 min read • Wed, 1st Apr 2026

Digital Transformation

FNZ launches premium Select service for wealth clients

Wealth clients will get faster platform changes and priority support as FNZ splits its offer into premium and standard service tiers.

By Karen Joy Bacudo • 3 min read • Wed, 1st Apr 2026

Stories from Other Regions

Wealth management stories

Customer Relationship Management

WealthAi names Pratim Das as Chief Technology Officer

The London start-up is adding senior AI expertise as wealth managers seek secure tools that fit regulated workflows without replacing core systems.

By Sofiah Nichole Salivio • 4 min read • Wed, 15th Apr 2026

Crypto

Singapore sandwich class turns to crypto for stability

Middle-income households in Singapore are increasingly using cryptocurrency to diversify portfolios and buffer rising costs, a new survey shows.

By Karen Joy Bacudo • 3 min read • Wed, 15th Apr 2026

Unified Communications

CIMB Niaga launches AI agents for Indonesian bank staff

The rollout could speed up advice and call handling for millions of Indonesian customers while keeping staff in control of regulated decisions.

By Karen Joy Bacudo • 5 min read • Wed, 15th Apr 2026

Software-as-a-Service

Pello buys ByAllAccounts as Morningstar stays customer

Morningstar users should see no immediate change as the firm keeps using ByAllAccounts after selling the data aggregation unit to Pello.

By Karen Joy Bacudo • 4 min read • Tue, 14th Apr 2026

Crypto

EX.IO & Payment Asia explore Hong Kong stablecoins

Hong Kong merchants may soon gain stablecoin payment and settlement options as the two firms test licensed digital assets under the new regime.

By Karen Joy Bacudo • 4 min read • Mon, 13th Apr 2026

Productivity

Aware Super gains adviser-ready fund accreditation

The recognition may make it easier for advisers to place clients with Aware Super, as its member numbers using them have almost doubled since June 2024.

By Sofiah Nichole Salivio • 3 min read • Mon, 13th Apr 2026

Digital Transformation

FinTech Australia appoints Xero policy chief Grace Gown

The appointment comes as Australia’s fintech sector pushes for rules that could lift its economic contribution from $13.6 billion to $38 billion by 2035.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 9th Apr 2026

Fintech

Public rolls out AI agents to automate trading strategies

Retail investors on Public can now have AI handle portfolio rules and trade execution, starting with a phased rollout for select members.

By Sean Mitchell • 3 min read • Tue, 7th Apr 2026

Software-as-a-Service

Huntington picks SEI for private bank platform shift

The bank's private wealth arm will shift to a single system to cut complexity and improve service for advisers and clients.

By Karen Joy Bacudo • 4 min read • Thu, 2nd Apr 2026

Fintech

TD launches Easy Trade app for novice Canadian investors

Novice investors can now start with CAD $1 as TD targets younger Canadians who want simpler, low-cost access to shares and funds.

By Karen Joy Bacudo • 4 min read • Thu, 2nd Apr 2026

Crypto

MetaComp launches compliance tools for AI payments

Institutions handling cross-border stablecoin flows could cut false compliance alerts as MetaComp adds AI risk checks and an agent governance standard.

By Karen Joy Bacudo • 4 min read • Mon, 30th Mar 2026