Investment Management stories

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

Most financial firms see AI driving new compliance risks within a year, yet nearly a third still lack a trade surveillance strategy.

MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.

MSCI is buying Compass Financial Technologies to deepen its multi-asset and crypto index capabilities and expand bespoke benchmark services.

With 88% of Australian tech leaders doubting IT ROI, IT financial management emerges as the missing link between spend and value.

Boman Group appoints China specialist Professor Charles Qin to its advisory board as it expands cross-border investment across the region.

Teciem debuts in London as an independent treasury software group, backed by Apax and serving more than 340 financial institutions.

STG completes S&P Global EDM and thinkFolio deal, folding EDM into Gresham while spinning thinkFolio out as a standalone portfolio firm.

Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.

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

Bluwhale launches AI-powered Stablecoin Agent to manage digital dollars as stablecoin market tops $300bn, aiming to boost individual investor returns.

CFA Institute has released a guide to help asset managers ethically integrate AI into investment decisions, enhancing transparency and operational efficiency.

A new machine learning model forecasts corporate credit rating changes early, aiding investors in managing risks amid rising borrowing costs.

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

Snowflake and partners launch the Open Semantic Interchange to create a unified, open standard for semantic data, boosting trust in AI and business intelligence.

Databricks has raised USD $1 billion, valuing the AI firm at over USD $100 billion amid rapid growth and a USD $4 billion revenue run-rate.

Michael Juniper has joined HMC Digital Infrastructure as a director to enhance DigiCo's growth and operational capabilities across Australia and international markets.

Binance and Franklin Templeton partner to launch digital asset tools, merging crypto innovation with traditional investment for global investors.

MariaDB has acquired SkySQL, enhancing its cloud database services with AI-powered, serverless features to better support flexible and hybrid data management.

US private equity is set for tougher scrutiny as 401(k) plans gain access to the sector, opening a USD $12 trillion market to retail investors and regulators.