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SEI launches portal for advisers' succession planning
Business Continuity

SEI launches portal for advisers' succession planning

A third of advisers are due to retire within a decade, leaving many firms without documented succession plans and under pressure to act earlier.

By Karen Joy Bacudo • 3 min read • Yesterday
CISI launches in Australia & New Zealand with AI push
Fintech

CISI launches in Australia & New Zealand with AI push

Regional finance professionals will gain access to CISI's AI ethics training and 2,000 learning resources after 5,000 members transferred from Finsia.

By Karen Joy Bacudo • 4 min read • 3 days ago
Anthropic adds 11 partners to Claude for financial advisers
Risk & Compliance

Anthropic adds 11 partners to Claude for financial advisers

Advisers should spend less time toggling between systems as the expanded service links portfolio, planning and custodial data in one interface.

By Karen Joy Bacudo • 4 min read • Last week
Backbase launches Delivery Factory to speed bank projects
DevOps

Backbase launches Delivery Factory to speed bank projects

The tool aims to cut bank delivery times and reduce rework by linking AI agents to agreed requirements, design and code from the outset.

By Karen Joy Bacudo • 3 min read • Last week
Broadridge holds third in IDC FinTech Rankings again
Digital Transformation

Broadridge holds third in IDC FinTech Rankings again

Financial institutions' spending on core systems has kept Broadridge in third place in IDC's FinTech rankings for a fourth straight year.

By Karen Joy Bacudo • 3 min read • Last month
SEI names Kristie Edling-Day as Chief Information Officer
Digital Transformation

SEI names Kristie Edling-Day as Chief Information Officer

The hire comes as the firm expands overseas and steps up work on cyber controls, data governance and AI oversight across its platforms.

By Sofiah Nichole Salivio • 4 min read • Last month
AI adoption in advice sector still stuck at pilot stage
Risk & Compliance

AI adoption in advice sector still stuck at pilot stage

Only 7% of advice practices have embedded AI across most workflows, leaving productivity gains trapped in pilot projects rather than business-wide change.

By Karen Joy Bacudo • 6 min read • Last month
Southpac targets California sports & entertainment wealth
Basketball

Southpac targets California sports & entertainment wealth

The Los Angeles move puts the Bay of Plenty firm into a US market where young athletes and entertainers can quickly face complex asset risks.

By Karen Joy Bacudo • 4 min read • Last month

Stories from Other Regions

Wealth management stories

SEI launches portal to help advisers plan succession
Business Continuity

SEI launches portal to help advisers plan succession

The portal targets firms facing succession pressure as one-third of advisers expect to retire within 10 years and many lack a documented plan.

By Shadda Lie Catugal • 3 min read • 2 days ago
Trading 212 launches instant bank deposits with TrueLayer
Fintech

Trading 212 launches instant bank deposits with TrueLayer

The move should help investors automate regular top-ups, with funds available to trade immediately after transfer and fewer failed payments.

By Karen Joy Bacudo • 4 min read • 4 days ago
Multipolitan raises USD $2 million seed funding round
Fintech

Multipolitan raises USD $2 million seed funding round

The funding will help launch a consumer app and widen services for wealthy clients as demand for cross-border mobility tools grows.

By Karen Joy Bacudo • 3 min read • 3 days ago
Alto buys Forge Trust to expand self-directed IRAs
Real estate

Alto buys Forge Trust to expand self-directed IRAs

The combined business will oversee more than $20 billion in self-directed IRA assets, as private market investing moves deeper into retirement accounts.

By Mara Sugue • 4 min read • Last month
Singaporeans overlook interest on spare cash, survey finds
Financial Literacy

Singaporeans overlook interest on spare cash, survey finds

Three in four Singaporeans with spare cash do not think it is earning enough, as most overlook bank interest and track rewards instead.

By Karen Joy Bacudo • 4 min read • Last month
SMEC AI Pathfinder draws 1,500 Australians to build AI
Digital Transformation

SMEC AI Pathfinder draws 1,500 Australians to build AI

The programme's record intake signals growing demand for hands-on AI support as more Australians with industry expertise move to build products.

By Joseph Gabriel Lagonsin • 4 min read • Last month
Selfwealth launches managed portfolios to fill advice gap
ASX

Selfwealth launches managed portfolios to fill advice gap

Rising advice fees and shrinking access are pushing more Australians towards low-cost managed portfolios that can be used without lock-ins.

By Karen Joy Bacudo • 4 min read • Last month
GoSense.ai launches AI-native mobile security platform
Fintech

GoSense.ai launches AI-native mobile security platform

Banks and fintechs can now spot suspicious activity mid-session as mobile fraud and device compromise grow more costly in real time.

By Karen Joy Bacudo • 3 min read • Last month
Wealth institute targets AI training as Dalio warns advisers
Artificial Intelligence

Wealth institute targets AI training as Dalio warns advisers

Advisers could lose market relevance unless they learn to use AI, as the Wealth Management Institute aims for 21,000 training enrolments over three years.

By Karen Joy Bacudo • 4 min read • Last month