Wealth management stories

Study finds AI now shapes investment research for 78.3% of users, with strongest enthusiasm in the Middle East and Latin America.

Addepar sets up Singapore base for product engineering and commercial teams as it deepens support for clients across Asia-Pacific wealth markets.

WealthArc unveils AI Agent to turn messy custodian records into structured portfolio data for wealth managers, backed by human review.

Singapore's middle-income sandwich class is increasingly using crypto, alongside shares and property assets, to build financial resilience amid rising costs.

CIMB Niaga teams up with Google Cloud and Artefact to deploy AI agents that give front-line staff real-time guidance for millions of customers.

Bitget opens retail pre-IPO access with SpaceX-linked tokenised offering, as the exchange pushes deeper into private-market trading and tokenisation.

EX.IO and Payment Asia launch stablecoin push in Hong Kong, targeting merchant payments, custody and trading as the city's regime opens up.

Ascendion wins HFS market leader nod as agentic AI wins gains in legacy modernisation, testing and enterprise delivery.

Webull UK drops commission on US and Hong Kong shares as it launches a flexible Stocks and Shares ISA for retail investors.

FNZ launches premium Select service for wealth clients, giving top-tier firms priority product input, AI tools and faster platform support.

MetaComp rolls out VisionX and AgentX to tighten AI-led payment checks, as it develops a Know Your Agent standard for finance.

FWD Singapore says adviser-led expansion, digital upgrades and stronger customer experience helped drive profitable FY2025 growth in its 10th year.

Robinhood Ventures Fund I adds Stripe and ElevenLabs stakes to give retail investors listed access to late-stage private tech firms.

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

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

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

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

Entrepreneurs increasingly see AI as a tool for efficiency and cost-cutting, not a springboard to new markets or sustainability goals.

Backbase appoints Didier Van der Coelden as CFO to steer growth and AI-led banking platform expansion across its global operations.

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.