Wealth management stories
Snowflake and Anthropic deepen their Claude tie-up with a USD $200m deal to power regulated, enterprise-ready AI agents worldwide.
TCS launches BaNCS AI Compass, adding explainable AI agents to help global banks automate operations while tightening governance controls.
Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.
FWD Singapore overhauls leadership, uniting finance, tech and distribution to sharpen adviser focus ahead of its 2026 tenth anniversary.
AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.
Link Financial Group partners with Afterburner AI to equip advisers with automation tools, cutting admin time drastically to boost client service delivery.
Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.
UK savers using AI for financial advice now invest an average of GBP £2,354.60, with Gen X and Boomers committing the most.
Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.
Royal London Asset Management adopts Seismic's AI-driven platform to streamline client content, boost productivity and tighten compliance controls.
Legacy Trust COO Grace Liu wins STEP Rising Star award, spotlighting Hong Kong's tech-driven ambitions in Asia's booming wealth market.
Retail investors are tipped to rule UK wealth and fintech by 2026 as banks and digital challengers race to capture mass-market demand.
Dan Jovevski, founder of WeMoney, joins FinTech Australia's board to advance open banking and boost financial wellbeing across Australia's fintech sector.
eccuity launches a digital wealth platform in New Zealand to offer affordable, personalised financial planning for business owners and individuals.
Zopa teams with Upvest to launch investment accounts with a GBP £1 minimum, aiming to make investing accessible to millions of UK savers.
UK wealth managers risk losing GBP £90 billion as millions move assets abroad amid rising demands for digital services and generational wealth shifts.
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.
Trusted fintechs are crucial to bridging traditional and decentralised finance, enabling faster, transparent access to digital assets for all investors.
India's fintech sector readies for a decade of innovation, with AI, embedded finance, wealth inclusion, and cyber resilience driving growth through 2026.
Compare Club is expanding its acquisition of life insurance brokerages as advisers shift focus from legacy policies to financial planning and wealth management.