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Wealth management Stories - Page 6

Kiwi Stories

Wealth management stories

moomoo boosts New Zealand push with hires, premium tier
Fintech

moomoo boosts New Zealand push with hires, premium tier

moomoo steps up its New Zealand expansion with first local hires, a high-net-worth Priority tier and investor workshops in Auckland.

By Karen Joy Bacudo • 4 min read • Wed, 18th Mar 2026

Global Stories

Wealth management stories

OneVest unveils AI-powered workspace for wealth firms
Customer Relationship Management

OneVest unveils AI-powered workspace for wealth firms

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

By Karen Joy Bacudo • 3 min read • Wed, 18th Mar 2026
PureFacts, Innover unite to bring AI to revenue ops
Data Analytics

PureFacts, Innover unite to bring AI to revenue ops

PureFacts and Innover Digital partner to embed AI and automation into revenue operations for asset and wealth managers in key global markets.

By Karen Joy Bacudo • 3 min read • Tue, 17th Mar 2026
Bybit unveils AI Trading Skill for automated crypto trades
Crypto

Bybit unveils AI Trading Skill for automated crypto trades

Bybit launches AI Trading Skill, letting users place crypto trades and manage accounts via natural-language prompts across top AI tools.

By Karen Joy Bacudo • 4 min read • Mon, 16th Mar 2026
Alchelyst merger creates unified private markets platform
Digital Transformation

Alchelyst merger creates unified private markets platform

Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 13th Mar 2026
Plaid, Perplexity launch AI-powered portfolio tool
Fintech

Plaid, Perplexity launch AI-powered portfolio tool

Plaid and Perplexity debut Portfolio, an AI tool that links brokerage accounts for personalised, conversational investment insights.

By Karen Joy Bacudo • 4 min read • Fri, 13th Mar 2026

Stories from Other Regions

Wealth management stories

Monument to tokenise retail deposits on Midnight blockchain
Data Protection

Monument to tokenise retail deposits on Midnight blockchain

Retail savers will keep FSCS protection as Monument moves up to GBP £250 million of deposits on to the Midnight blockchain.

By Karen Joy Bacudo • 4 min read • Thu, 26th Mar 2026
LGT Wealth Management UK picks Addepar for client data
Digital Transformation

LGT Wealth Management UK picks Addepar for client data

Wealth managers face mounting pressure to show clearer risk and performance as LGT Wealth Management UK adopts Addepar for more complex portfolios.

By Karen Joy Bacudo • 3 min read • Thu, 26th Mar 2026
SumUp adds in-app investing for merchants with Upvest
Disaster Recovery

SumUp adds in-app investing for merchants with Upvest

SumUp adds Upvest-powered in-app investing in Germany, letting small firms put EUR €1 into fractional money market funds via its app.

By Karen Joy Bacudo • 4 min read • Wed, 25th Mar 2026
Revolut posts record results as Australia turns domestic
Crypto

Revolut posts record results as Australia turns domestic

Revolut posts record 2025 results as Australian users shift from travel spending to everyday banking, driving surging local profits.

By Karen Joy Bacudo • 4 min read • Wed, 25th Mar 2026
Colonial First State moves finance & HR to Oracle cloud
Data Analytics

Colonial First State moves finance & HR to Oracle cloud

Colonial First State shifts finance and HR to Oracle cloud to streamline operations and boost data-driven decisions on AUD $181 billion assets.

By Sean Mitchell • 4 min read • Tue, 24th Mar 2026
Hostplus signs five-year IT services deal with Interactive
Digital Transformation

Hostplus signs five-year IT services deal with Interactive

Super fund Hostplus has inked a five-year IT managed services deal with Interactive, adding an Australian-based service desk and cloud support.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 24th Mar 2026
GeoWealth adds Goldman Sachs in USD $42.5m Series C round
Fintech

GeoWealth adds Goldman Sachs in USD $42.5m Series C round

GeoWealth extends its Series C with a USD $42.5m minority stake from Goldman Sachs to fuel growth while its family office keeps control.

By Karen Joy Bacudo • 4 min read • Sat, 21st Mar 2026
SoFi tops JD Power study for DIY investor satisfaction
Fintech

SoFi tops JD Power study for DIY investor satisfaction

SoFi tops JD Power's 2026 US DIY Investor Satisfaction Study, beating rival digital brokerages on app experience, value and product range.

By Karen Joy Bacudo • 3 min read • Fri, 20th Mar 2026
PWL Capital selects d1g1t for wealth tech overhaul
Software-as-a-Service

PWL Capital selects d1g1t for wealth tech overhaul

PWL Capital taps d1g1t to replace spreadsheets with a bilingual, API-driven wealth platform for its USD $7 billion advisory business.

By Karen Joy Bacudo • 4 min read • Thu, 19th Mar 2026
Fintech forecast to add AUD $37 billion to Australia's GDP
Digital Transformation

Fintech forecast to add AUD $37 billion to Australia's GDP

Australia's fintech sector could add AUD $37 billion to GDP and hit AUD $71 billion in revenue by 2035, if capital and policy align.

By Karen Joy Bacudo • 4 min read • Mon, 16th Mar 2026
Wealthfront hits record revenue but swings to heavy loss
Fintech

Wealthfront hits record revenue but swings to heavy loss

Wealthfront posts record revenue and assets but plunges to GAAP loss after IPO-linked stock-based pay drives expenses sharply higher.

By Karen Joy Bacudo • 4 min read • Sat, 14th Mar 2026