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Wealth management Stories - Page 6

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Wealth management stories

OneVest unveils AI-powered workspace for wealth firms
Customer Relationship Management

OneVest unveils AI-powered workspace for wealth firms

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

By Karen Joy Bacudo • 3 min read • Wed, 18th Mar 2026
PureFacts, Innover unite to bring AI to revenue ops
Data Analytics

PureFacts, Innover unite to bring AI to revenue ops

PureFacts and Innover Digital partner to embed AI and automation into revenue operations for asset and wealth managers in key global markets.

By Karen Joy Bacudo • 3 min read • Tue, 17th Mar 2026
Bybit unveils AI Trading Skill for automated crypto trades
Crypto

Bybit unveils AI Trading Skill for automated crypto trades

Bybit launches AI Trading Skill, letting users place crypto trades and manage accounts via natural-language prompts across top AI tools.

By Karen Joy Bacudo • 4 min read • Mon, 16th Mar 2026
Alchelyst merger creates unified private markets platform
Digital Transformation

Alchelyst merger creates unified private markets platform

Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 13th Mar 2026
Plaid, Perplexity launch AI-powered portfolio tool
Fintech

Plaid, Perplexity launch AI-powered portfolio tool

Plaid and Perplexity debut Portfolio, an AI tool that links brokerage accounts for personalised, conversational investment insights.

By Karen Joy Bacudo • 4 min read • Fri, 13th Mar 2026
Entrepreneurs turn to AI for efficiency, not new markets
Robotics

Entrepreneurs turn to AI for efficiency, not new markets

Entrepreneurs increasingly see AI as a tool for efficiency and cost-cutting, not a springboard to new markets or sustainability goals.

By Sean Mitchell • 5 min read • Thu, 12th Mar 2026
Flanks appoints Nawaz Mucadam to lead UK & MEA push
Software-as-a-Service

Flanks appoints Nawaz Mucadam to lead UK & MEA push

Wealth data specialist Flanks hires Nawaz Mucadam to spearhead UK, Ireland and Middle East expansion amid rising demand for robust data tools.

By Mark Tarre • 4 min read • Wed, 11th Mar 2026
Backbase names Didier Van der Coelden CFO for AI push
Software-as-a-Service

Backbase names Didier Van der Coelden CFO for AI push

Backbase appoints Didier Van der Coelden as CFO to steer growth and AI-led banking platform expansion across its global operations.

By Sofiah Nichole Salivio • 3 min read • Mon, 9th Mar 2026

Stories from Other Regions

Wealth management stories

PWL Capital selects d1g1t for wealth tech overhaul
Software-as-a-Service

PWL Capital selects d1g1t for wealth tech overhaul

PWL Capital taps d1g1t to replace spreadsheets with a bilingual, API-driven wealth platform for its USD $7 billion advisory business.

By Karen Joy Bacudo • 4 min read • Thu, 19th Mar 2026
moomoo boosts New Zealand push with hires, premium tier
Fintech

moomoo boosts New Zealand push with hires, premium tier

moomoo steps up its New Zealand expansion with first local hires, a high-net-worth Priority tier and investor workshops in Auckland.

By Karen Joy Bacudo • 4 min read • Wed, 18th Mar 2026
Wealthfront hits record revenue but swings to heavy loss
Fintech

Wealthfront hits record revenue but swings to heavy loss

Wealthfront posts record revenue and assets but plunges to GAAP loss after IPO-linked stock-based pay drives expenses sharply higher.

By Karen Joy Bacudo • 4 min read • Sat, 14th Mar 2026
Legado nears 500,000 users as fintech digitises paperwork
Software-as-a-Service

Legado nears 500,000 users as fintech digitises paperwork

Edinburgh fintech Legado nears 500,000 users as financial firms pour into digital document controls under rising regulatory scrutiny.

By Sofiah Nichole Salivio • 3 min read • Fri, 13th Mar 2026
FinTech North to spotlight Liverpool as key fintech hub
Data Analytics

FinTech North to spotlight Liverpool as key fintech hub

FinTech North will convene major brands, start-ups and policymakers in Liverpool next week as it seeks to cement the city as a key fintech hub.

By Catherine Knowles • 3 min read • Thu, 12th Mar 2026
Feijoa wins audience vote with KiwiSaver round-up app
Fintech

Feijoa wins audience vote with KiwiSaver round-up app

KiwiSaver round-up app Feijoa has clinched the Audience Choice award at the Kiwibank Start Up Pitch Breakfast in Wellington.

By Karen Joy Bacudo • 3 min read • Thu, 12th Mar 2026
Lightyear cuts FX fees to shake up UK broker market
Fintech

Lightyear cuts FX fees to shake up UK broker market

Lightyear scraps commissions and slashes FX fees to 0.1%, escalating a price war among UK brokers as tax-year-end competition heats up.

By Karen Joy Bacudo • 4 min read • Wed, 11th Mar 2026
Robinhood unveils family hub, trusts & platinum card
Wearables

Robinhood unveils family hub, trusts & platinum card

Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.

By Karen Joy Bacudo • 5 min read • Tue, 10th Mar 2026
NZ luxury homes scarce as visa change drives demand
Smart Cities

NZ luxury homes scarce as visa change drives demand

New Zealand faces a squeeze in ultra-luxury homes as visa rule changes unleash overseas demand for properties above NZD $5 million.

By Joseph Gabriel Lagonsin • 6 min read • Mon, 9th Mar 2026