Managers of Wealth Fintech

Temenos announces new share buyback program of up to CHF 100m

The share buyback is supported by Temenos’ strong free cash flow generation.

Why big wealth-management tech rollouts go wrong

The money is not the problem. What keeps going wrong is who the rollout actually gets built for.

Google co-founder Sergey Brin spending more than $100 million fighting California wealth tax

Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires.

Feathery launches AI proposal generation tool for wealth management firms

New AI assistant Robin drafts personalized client proposals by integrating data from Salesforce, eMoney, Morningstar and more.

AI won’t replace wealth advisors, it will redefine them

LSEG Data & Analytics found that 73% of wealth and asset management executives view AI as critical to their business’s future.

Broadridge’s Distributed Ledger Repo Processes $8.0 Trillion in July

July 2026 ADV reaches $365 billion; Institutional adoption continues as tokenized funding markets mature

Interswitch, Temenos Commit to Advancing Nigeria’s Digital Banking Technology

This will enable institutions to progressively transform their banking platform and evolve to more customer-centric business models.

SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure

Designed to Deliver Broad U.S. Equity Exposure Through Transparent, Cost-Efficient, Research-Enhanced Approach

The Business of Helping the Ultra-Wealthy Vanish From the Internet

As data brokers proliferate and threats rise, the ultra-wealthy are turning to white-glove firms to make themselves harder to find.

Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance

Broadridge’s unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership

"Germany is still somewhat old-fashioned"

For the wealth management migration alone, we identified the gaps and found almost 180 minor and major ones, some of which need to be closed to enable the complete migration to the ABN Amro Objectway banking platform.

Avaloq Wealth Management Index Highlights UAE’s Digital and Demographic Edge

The index provides a data-driven comparison of the factors shaping wealth management activity across 15 selected markets.

Switzerland Remains Among Top Wealth Management Markets Globally

Switzerland ranks fifth globally in Avaloq's inaugural index, showing strong regulatory fundamentals but trailing leading hubs in digital adoption.

Broadridge Reports Fourth Quarter and Fiscal Year 2026 Results

Raising annual dividend by 12% to $4.36, 20th consecutive annual dividend increase

Scaling gap – Why AI investments at the customer interface are wasted

Those who want to capitalize on this growth must be able to onboard new clients efficiently.

Wealth managers face a new challenger: their clients’ AI chatbots

More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice.

London Stock Exchange welcomes Bravura Solutions to AIM

Its admission to AIM does not replace its ASX listing but provides access to an expanded pool of institutional investors, increasing liquidity and supporting the company's future growth ambitions.

WealthVector launches custody platform after FCA authorisation

The company has received FCA authorisation following an application submitted in November 2025, with regulatory approval granted on 3 July 2026.

Objectway Expands Into Capital Markets With Its Project to Acquire French Specialist SLIB, Pushing Forward Its Pan-European Growth Strategy

SLIB will also broaden Objectway's client base with major European asset servicers, broker-dealers and banks, alongside strengthening Objectway's long-standing relationships with shared clients such as BNP Paribas.

Envestnet Rebuilds Advisor Trading Platform as Wealth Managers Demand Institutional-Grade Workflows

The new platform replaces Envestnet’s legacy trading experience with a single environment built around how advisory firms manage portfolios today.

Wealth & Asset Management