Digital assets spur a surge in Australian SMSF set-ups, with younger investors driving record fund creation and holdings reaching AUD $3.2 billion.
Iress taps Thoughtworks to modernise its Wealth platform in stages, weaving in more AI and data tools without a risky full replatform.
TD Insurance rolls out client-facing AI chatbot for home and auto queries, aiming to speed answers and widen digital service access.
PocketSmith opens Australian guide to open banking as Co-founder & Chief Executive Officer Jason Leong seeks to ease privacy concerns over data sharing.
Tech Mahindra buys Avant to expand payments and wealth technology, targeting North American banks modernising systems and tightening compliance.
Backbase wins Forrester Leader status and customer favourite as its AI-native Banking OS gains traction with more than 120 banks worldwide.
bunq rolls out themed stock baskets and broader fraud checks as its crypto arm passes GBP £100 million in year one.
Pepperstone Crypto says digital assets are moving into the mainstream as regulation, ETFs and younger investors reshape how traders access markets.
FNZ and FirstCape expand New Zealand tie-up as the wealth group becomes an early user of FNZ Select for platform migration.
Deloitte Taiwan and Zodia Custody team up on digital asset services for financial institutions, as Taiwan readies stricter rules.
Lightyear has launched ready-made investment plans in the UK, offering three risk-based options backed by BlackRock and Vanguard for newcomers.
Wealthsimple broadens its trading tools with futures, fuller options access and a web interface, targeting Canadian active investors.
Wealth managers get real-time AI compliance checks as WealthAi targets spreadsheet-based monitoring and boosts surveillance for regulators and clients.
OceanBase deepens Southeast Asia push with Kuala Lumpur support centre to serve fintech and banks needing 24/7 local database support.
KOHO adds crypto trading for Canadians, letting users buy Bitcoin, Ethereum and other coins in-app with CAD $1 minimums and fees from 0.5%.
UK financial planning firms expect AI to lift efficiency through admin and support work, with only 3% planning staff cuts this year.
Broadridge's Irish AI project aims to turn dense fund disclosures into plain English for retail investors, with IDA Ireland backing the study.
Astor secures USD $5 million in seed funding as the AI adviser broadens access to portfolio guidance for everyday investors.
Citi Wealth rolls out AI-powered assistant for US clients, with Google DeepMind avatar tech set to support advisors on wealth platforms.
Citi Wealth rolls out AI assistant Citi Sky for US clients, aiming to blend adviser support with Google-powered voice and video features.
