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Wealth management Stories - Page 3

Australian Stories

Wealth management stories

Pepperstone Crypto: Digital assets go mainstream as investors take control of financial future
Crypto

Pepperstone Crypto: Digital assets go mainstream as investors take control of financial future

Clearer rules and institutional flows are making digital assets easier for Australians to trade, particularly younger investors seeking diversification.

By Donovan Jackson • 4 min read • Fri, 24th Apr 2026

Global Stories

Wealth management stories

TD Insurance launches first AI chatbot for clients
Unified Communications

TD Insurance launches first AI chatbot for clients

The tool aims to cut routine enquiries and help Canadians compare cover without logging in, as TD expands AI across its businesses.

By Joseph Gabriel Lagonsin • 4 min read • Last month
PocketSmith launches Open Banking hub for Australians
Software-as-a-Service

PocketSmith launches Open Banking hub for Australians

Australian consumers unsure about sharing bank data now have a plain-language guide as PocketSmith expands its use of consented open banking feeds.

By Karen Joy Bacudo • 3 min read • Last month
Tech Mahindra acquires Avant to boost payments platforms
Digital Transformation

Tech Mahindra acquires Avant to boost payments platforms

The deal gives Tech Mahindra a stronger foothold in North American banking as institutions spend more on payments and wealth system upgrades.

By Catherine Knowles • 4 min read • Last month
Backbase named Forrester leader & customer favourite
Software-as-a-Service

Backbase named Forrester leader & customer favourite

Banks seeking to cut fragmentation may see Backbase's Forrester nod as validation that its AI-native platform can unify front-office work.

By Shannon Williams • 4 min read • Wed, 29th Apr 2026
bunq adds stock baskets as crypto trading tops EUR 100m
Crypto

bunq adds stock baskets as crypto trading tops EUR 100m

The neobank is widening its investing offer as retail demand grows, while new fraud checks now cover every payment, stock trade and crypto deal.

By Sofiah Nichole Salivio • 3 min read • Tue, 28th Apr 2026

Stories from Other Regions

Wealth management stories

Deloitte Taiwan & Zodia Custody strike digital pact
Fintech

Deloitte Taiwan & Zodia Custody strike digital pact

Taiwan’s banks and fund managers are getting new digital asset infrastructure as stricter rules push firms to prioritise compliance and custody.

By Karen Joy Bacudo • 3 min read • Last month
Lightyear launches ready-made plans for UK investors
Fintech

Lightyear launches ready-made plans for UK investors

A simpler route into the stock market may appeal to UK savers, as most hold cash while fewer than one in six own shares or funds.

By Karen Joy Bacudo • 3 min read • Last month
Wealthsimple adds futures & options for active traders
Fintech

Wealthsimple adds futures & options for active traders

Canadian self-directed investors will get more advanced tools as Wealthsimple opens futures and broader options access on one platform.

By Karen Joy Bacudo • 4 min read • Last month
WealthAi launches AI compliance tool for wealth managers
Unified Communications

WealthAi launches AI compliance tool for wealth managers

Wealth managers face tighter regulatory scrutiny as the platform promises to replace spreadsheet checks with real-time review of all client messages.

By Karen Joy Bacudo • 4 min read • Last month
OceanBase opens Kuala Lumpur support centre for Asia
Hyperscale

OceanBase opens Kuala Lumpur support centre for Asia

The Kuala Lumpur hub will give Southeast Asian customers round-the-clock technical support as OceanBase pushes to win more regulated finance clients.

By Sean Mitchell • 4 min read • Last month
KOHO launches crypto trading in Canada for app users
Crypto

KOHO launches crypto trading in Canada for app users

Canadian app users can now trade more than 20 cryptocurrencies from CAD $1 without leaving KOHO's main platform.

By Karen Joy Bacudo • 3 min read • Fri, 1st May 2026
UK financial planners see AI boosting efficiency, not cuts
Digital Transformation

UK financial planners see AI boosting efficiency, not cuts

Most firms expect AI to streamline admin and planning support, while only 3% plan staff reductions this year, a survey shows.

By Karen Joy Bacudo • 4 min read • Wed, 29th Apr 2026
Broadridge AI project in Ireland to simplify disclosures
Fintech

Broadridge AI project in Ireland to simplify disclosures

The study could help more Irish savers move money out of cash and into investments by turning dense fund documents into plain English.

By Karen Joy Bacudo • 4 min read • Tue, 28th Apr 2026
Astor raises USD $5 million to guide retail investors
Fintech

Astor raises USD $5 million to guide retail investors

The funding will help Astor expand its AI adviser for retail investors as younger savers increasingly turn to social media for tips.

By Karen Joy Bacudo • 3 min read • Tue, 28th Apr 2026
Citi Wealth launches AI assistant Citi Sky for US clients
Digital Transformation

Citi Wealth launches AI assistant Citi Sky for US clients

US wealth clients will get market insights and reminders from Citi Sky as Citi rolls out the AI assistant alongside advisors this summer.

By Mark Tarre • 3 min read • Fri, 24th Apr 2026
Citi launches AI wealth assistant Citi Sky with Google
Digital Transformation

Citi launches AI wealth assistant Citi Sky with Google

The rollout puts generative AI in front of Citigold clients as banks race to show it can aid investors without sidelining advisers.

By Karen Joy Bacudo • 4 min read • Fri, 24th Apr 2026