Wealth management stories - Page 3

AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.

Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.

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.

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.

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.

Gresham appoints Hayley Zhu as Sales Director to drive growth and lead strategy across Asia-Pacific's evolving financial technology landscape.

Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.

KX and NVIDIA have launched the AI Banker Agent, an AI system designed to enhance real-time decision-making and client service in global trading markets.

EastWest Banking Corporation partners with Temenos to adopt a SaaS core banking platform, boosting digital transformation and operational efficiency.

Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.

Bravura Solutions boosts Midwinter team with senior hires and promotions to fuel growth in financial planning technology across Australia and beyond.

Syfe teams up with BlackRock to offer Accredited Investors in Singapore exclusive access to US middle market private credit, requiring lower minimum investments.

Boman Group has appointed Eva Zhuang as a Partner, making her the first woman in the role, as the firm prepares to launch new funds in 2024.

Endowus has teamed up with Twilio to enhance security on its digital wealth platform, addressing a surge in fraud cases with advanced verification measures.

MUSE has unveiled a digital investment platform for luxury assets, enabling investors to trade items like rare handbags and fine wines as investment-grade assets.

As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.

NTT DATA's latest report reveals that 58% of banks globally are fully adopting generative AI, marking a crucial shift towards its integration in banking operations.