Wealth management stories
TradingFront has launched AI tools to help financial advisers enhance portfolio management, client engagement, and business growth in wealth management.
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.
Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.
Australian banks must use AI and personalised service to rebuild trust and enhance customer experience across all age groups and regions.
Azul has launched the TAP program to boost innovation and collaboration within the Java ecosystem, offering partners technical support and access to broader markets.
MongoDB has expanded AI search tools to on-premises users and launched AMP platform to speed legacy system modernisation with AI-powered automation.
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.
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.
Colonial First State and University of Sydney launch AI PhD internships to boost wealth management with practical research and innovation.
Australian financial firms lead globally in AI and cybersecurity adoption, prioritising resilience and data excellence amid digital transformation.
Jio Payments Bank will introduce contactless Multi-Lane Free Flow tolling on the Gurugram-Jaipur route, enhancing convenience with digital payment tech.
Sydney fintech Xynon plans to raise up to USD $10 million to grow its adviser-focused wealth platform, integrating Morrison Securities' broker infrastructure.
MongoDB launches AI-powered AMP platform to help enterprises modernise legacy apps faster, with key development and pilots led by its Australian team.
Max Bonpain has joined Openmarkets as Chief Marketing Officer to spearhead growth and international expansion in wealth and finance sectors.
Colonial First State deploys GPT-4 AI tools to enhance customer service, advisor support, and efficiency for over three million clients in wealth management.
Tokenisation and blockchain tech are breaking barriers, letting everyday investors access alternative assets once reserved for the ultra-wealthy.
FNZ and Microsoft have formed a five-year global partnership to integrate AI into wealth management, enhancing digital experiences for advisors and clients worldwide.
SS&C will acquire Calastone for £766 million, expanding its global fund technology network and boosting services in wealth and asset management.
New Zealand startup Afterburner uses AI to cut mortgage advice admin from hours to seconds, freeing advisors for more client interaction and growth.
Block Earner launches Australia's first Bitcoin-backed home loan, letting investors use Bitcoin as security for deposit finance without selling their crypto.