Wealth management stories - Page 3

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.

Tokenisation and blockchain tech are breaking barriers, letting everyday investors access alternative assets once reserved for the ultra-wealthy.

New Zealand startup Afterburner uses AI to cut mortgage advice admin from hours to seconds, freeing advisors for more client interaction and growth.

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.

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.

Revolut reported record 2024 results with AUD $4.4m net profit in Australia and USD $1.0bn globally, driven by surging customers and revenues.

Booster's Savvy debit card, linked to an investment account, is a finalist at NZ's INFINZ Awards, gaining local and global recognition for innovation.

A Salesforce report reveals New Zealand consumers show mixed trust in AI within financial services, highlighting a growing expectation for lower fees and faster transactions.

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.

UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.