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Wealth management Stories - Page 2

Australian Stories

Wealth management stories

MUFG wins ElectricSuper admin deal worth AUD $1.8bn
Contact Centre

MUFG wins ElectricSuper admin deal worth AUD $1.8bn

The transfer will shift core member services for about 3,300 ElectricSuper members as the fund moves to a new administrator this year.

By Mark Tarre • 4 min read • Last month
Block Earner wins first digital asset credit licence
Crypto

Block Earner wins first digital asset credit licence

The approval lets eligible Australians borrow against crypto holdings under direct oversight, as the sector seeks clearer rules and mainstream acceptance.

By Karen Joy Bacudo • 4 min read • Last month

Global Stories

Wealth management stories

Addepar unveils AI tools for investment professionals
Customer Relationship Management

Addepar unveils AI tools for investment professionals

The rollout aims to cut manual reconciliation and improve portfolio visibility as wealth managers face rising pressure to automate reporting and client updates.

By Sofiah Nichole Salivio • 4 min read • Last month
TD launches AI model to speed mortgage applications
Digital Transformation

TD launches AI model to speed mortgage applications

The bank says underwriters can now complete work in minutes rather than 15 hours, as it rolls out agentic AI across home lending.

By Karen Joy Bacudo • 4 min read • Last month
Temenos recognises standouts in banking technology
Software-as-a-Service

Temenos recognises standouts in banking technology

Major banking technology shifts are paying off for lenders, as Temenos cited faster lending, core migrations and AI use across winners.

By Karen Joy Bacudo • 4 min read • Last month
FintechOS Data Core lands on Google Cloud Marketplace
Digital Transformation

FintechOS Data Core lands on Google Cloud Marketplace

Financial firms can now buy and deploy FintechOS's governed data layer through Google Cloud, speeding procurement for AI projects.

By Karen Joy Bacudo • 4 min read • Last month
Ledn sees Bitcoin loans market hitting USD $1 trillion
Crypto

Ledn sees Bitcoin loans market hitting USD $1 trillion

Survey data suggest trust, not demand, is the main hurdle as Bitcoin-backed consumer lending expands from a USD $3 billion base.

By Joseph Gabriel Lagonsin • 4 min read • Last month
Backbase & Atos team up on AI-led banking modernisation
Data Protection

Backbase & Atos team up on AI-led banking modernisation

Banks in tightly regulated markets will get help modernising systems without surrendering data control, compliance or operational resilience.

By Sean Mitchell • 3 min read • Last month
Iress names new CTO as it lifts AI-led platform overhaul
Digital Transformation

Iress names new CTO as it lifts AI-led platform overhaul

Rising AI spend and a modular rebuild are set to reshape Iress' wealth software as it names a new Group Chief Technology Officer.

By Mark Tarre • 4 min read • Last month
Addepar launches data exchange on Databricks for AI
Data Analytics

Addepar launches data exchange on Databricks for AI

Financial firms could gain cleaner audit trails and more reliable AI outputs as a managed data layer links investment systems and workflows.

By Sean Mitchell • 3 min read • Last month

Stories from Other Regions

Wealth management stories

Financial planning firms boost technology spending
Data Analytics

Financial planning firms boost technology spending

The shift comes as 42% of firms use tech spend to cope with growth and regulation, up from 35% in the previous survey.

By Karen Joy Bacudo • 4 min read • Last month
Wealthsimple expands into household & business banking
Small Business

Wealthsimple expands into household & business banking

Customers will soon be able to manage savings, spending and borrowing for family and business in one place as the firm broadens beyond investing.

By Karen Joy Bacudo • 4 min read • Last month
National Bank of Canada teams up with Sardine on fraud
Data Analytics

National Bank of Canada teams up with Sardine on fraud

The deal gives National Bank of Canada new fraud tools as lenders race to curb losses without adding friction for customers.

By Karen Joy Bacudo • 3 min read • Last month
ChatGPT adds Plaid-linked personal finance preview
Data Protection

ChatGPT adds Plaid-linked personal finance preview

Users can now ask ChatGPT about their own spending and savings after OpenAI added a Plaid-linked finance preview for US Pro subscribers.

By Karen Joy Bacudo • 4 min read • Last month
UK chief executives boost M&A as AI drives dealmaking rise
Digital Transformation

UK chief executives boost M&A as AI drives dealmaking rise

EY-Parthenon says dealmaking is shifting towards AI and technology as 87% of UK chief executives expect their M&A appetite to rise.

By Karen Joy Bacudo • 4 min read • Last month
Questrade goes live with Temenos software for Questbank
Software-as-a-Service

Questrade goes live with Temenos software for Questbank

The rollout gives Questbank the core banking system it needs to begin offering deposits and mortgages to Canadian customers under OSFI rules.

By Mark Tarre • 3 min read • Last month
UK advisers warm to agentic AI in wealth platforms
Digital Transformation

UK advisers warm to agentic AI in wealth platforms

Confidence in agentic AI is rising among UK advisers, but regulation and oversight will decide whether it reaches day-to-day platform use.

By Karen Joy Bacudo • 4 min read • Last month