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Wealth management Stories - Page 4

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Wealth management stories

SEI appoints Provencher to lead global services push
Digital Transformation

SEI appoints Provencher to lead global services push

The new role reflects growing demand from banks and wealth managers for help modernising operations, data and security as systems grow more complex.

By Sofiah Nichole Salivio • 4 min read • Fri, 19th Jun 2026
SEI appoints AI chiefs to speed up strategy & data
Digital Transformation

SEI appoints AI chiefs to speed up strategy & data

Pressure is mounting on financial firms to turn AI pilots into measurable results as SEI adds new leadership to its data overhaul.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 12th Jun 2026
Custodia launches local AI device for sensitive data
Data Protection

Custodia launches local AI device for sensitive data

Sensitive data can stay off the cloud as Custodia's Sentinel gives executives and researchers a local AI appliance for private document analysis.

By Sean Mitchell • 4 min read • Tue, 9th Jun 2026
IQ-EQ appoints Wyn James to lead APAC asset owners
Human Capital Management

IQ-EQ appoints Wyn James to lead APAC asset owners

Rising demand from sovereign wealth and pension funds is prompting a more targeted regional push across Asia-Pacific, where operational complexity is growing.

By Sean Mitchell • 3 min read • Mon, 8th Jun 2026

Stories from Other Regions

Wealth management stories

Australian investors keen on tech, but funding lags
Fintech

Australian investors keen on tech, but funding lags

Investor demand for Australian startups is outpacing funding channels, with only 27% willing to commit more than AUD $100,000 to one deal.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 23rd Jun 2026
Lloyds survey: UK financial firms boost AI spending
Data Analytics

Lloyds survey: UK financial firms boost AI spending

AI and emerging tech are becoming a growth priority for UK lenders and insurers, with 91% expecting higher spending over the next year.

By Karen Joy Bacudo • 3 min read • Fri, 19th Jun 2026
WealthAi launches client file for wealth managers platform
Software-as-a-Service

WealthAi launches client file for wealth managers platform

Advisers could cut post-meeting admin from hours to minutes as a new AI workspace updates records across meetings, documents and portfolio feeds.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 19th Jun 2026
UK clients prioritise estate planning & retirement
Succession Planning

UK clients prioritise estate planning & retirement

Advisers are seeing demand shift towards inheritance, tax and retirement advice, while more than half of firms reported clients moving abroad.

By Karen Joy Bacudo • 4 min read • Fri, 19th Jun 2026
FinTech Australia names 2026 Finnies winners in Sydney
Fintech

FinTech Australia names 2026 Finnies winners in Sydney

The honours highlight a sector under tighter scrutiny yet still adding more than AUD $13.6 billion to Australia's economy and employing 50,200 staff.

By Karen Joy Bacudo • 4 min read • Fri, 19th Jun 2026
Canadians trust AI for banking, but not big money moves
Data Protection

Canadians trust AI for banking, but not big money moves

Canadians are warming to AI for day-to-day banking, but most still want human advice when the stakes rise on major financial decisions.

By Sofiah Nichole Salivio • 4 min read • Thu, 18th Jun 2026
HSBC & Google Cloud expand AI across bank operations
Data Analytics

HSBC & Google Cloud expand AI across bank operations

The lender expects AI to speed fraud checks and staff support, while helping prioritise projects that could each deliver more than USD $100 million.

By Karen Joy Bacudo • 4 min read • Wed, 17th Jun 2026
Allianz Retire+ launches AI assistant for advisers
Digital Transformation

Allianz Retire+ launches AI assistant for advisers

Financial advisers may soon get quicker answers on retirement income products as Allianz Retire+ tests Ada for compliant support.

By Sofiah Nichole Salivio • 4 min read • Tue, 16th Jun 2026
Alchelyst & Allfunds Blockchain launch private markets API
Fintech

Alchelyst & Allfunds Blockchain launch private markets API

The new link should cut errors and speed up private markets order handling as managers face heavier investor volumes and tighter service demands.

By Mark Tarre • 4 min read • Tue, 16th Jun 2026
Revolut launches Ultra plan in Australia for users
Crypto

Revolut launches Ultra plan in Australia for users

The fee-based tier is aimed at Australian customers seeking steadier rewards, travel perks and investing access as card points lose appeal.

By Karen Joy Bacudo • 4 min read • Mon, 15th Jun 2026
TradingFront launches AI tools for Singapore wealth advisers
Fintech

TradingFront launches AI tools for Singapore wealth advisers

As Singapore's wealth sector grows, advisers are under pressure to serve more high-net-worth clients with less manual research and review.

By Karen Joy Bacudo • 4 min read • Wed, 10th Jun 2026
Xynon launches AI onboarding tool for advice firms
Data Protection

Xynon launches AI onboarding tool for advice firms

The tool aims to cut paperwork before advisers charge fees, as Australia's financial advice sector shrinks and compliance burdens mount.

By Mark Tarre • 4 min read • Wed, 10th Jun 2026
SoFi launches AI Coach for members' financial guidance
Data Protection

SoFi launches AI Coach for members' financial guidance

Available first to premium members, the chat-based tool lets users manage spending, debt and savings inside the app as AI finance rivals multiply.

By Karen Joy Bacudo • 4 min read • Tue, 9th Jun 2026
UK advisers see surge in younger clients, survey finds
Digital Transformation

UK advisers see surge in younger clients, survey finds

Most UK financial advisers are now serving younger investors, but fragmented software is adding hours of admin each week.

By Sofiah Nichole Salivio • 4 min read • Mon, 8th Jun 2026