04/16/2026
The joint offering is designed to eliminate the use of spreadsheets and manual processes to combine data from multiple systems, replacing fragmented data handling with a normalised, reconciled, and pre-calculated data foundation.
04/15/2026
First programme of its kind allows wealth advisors to hone their pitches through realistic AI role play, resulting in double the client appointments and a 50% growth in revenue in three months
04/13/2026
Unified platform will accelerate adoption of crypto currencies and tokenized assets in Canada
04/13/2026
Hybrid data architectures are also gaining traction, combining real-time connectivity with manually curated data, capturing assets that have historically sat outside digital systems.
04/10/2026
The annual WealthTech100, published by FinTech Global, identifies the one hundred technology providers shaping the future of wealth management.
04/09/2026
The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.
04/09/2026
The company achieved zero-downtime migration, reduced service desk requests, and strengthened governance, while creating a scalable blueprint for future acquisitions and AI adoption.
04/08/2026
Galaxy pioneers full ownership rights across traditional and tokenized holdings
04/02/2026
As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel
03/31/2026
Streamlined Technology and Operations Infrastructure Aims to Fuel Growth of Wealth Management Business
03/25/2026
Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.
03/25/2026
In 2024, Standard Chartered’s Wealth and Retail Banking division took a step in digital transformation with a series of enhancements across its mobile and advisory platforms.
03/25/2026
AI is undermining traditional software. But it is forcing companies to reinvent themselves.
03/17/2026
The bank will also roll out Avaloq’s RM Workplace solution in the front office, aimed at streamlining client interactions and boosting relationship manager productivity.
03/17/2026
OneVest GO delivers an AI-native foundation that allows independent firms to manage prospects, clients, and complex workflows with unprecedented speed.
03/12/2026
At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.
03/09/2026
360 Private Travel’s recent move is just the start
03/09/2026
February 2026 ADV of $362 billion, highlighting sustained institutional scale following breakout year
03/09/2026
The ESG sector had a bumpy 2025, with changing priorities around the world made it look like interest in the space was going to shrink.
03/06/2026
Growing remittance flows, a rapidly expanding mass-affluent segment and stronger digital adoption are reshaping demand for wealth services in India