09/01/2026
DBS and ttb Team Up to Expand Wealth Services in Thailand
Eligible Thai baht investment holdings will move to ttb wealth securities with client consent by May 2027.
09/01/2026
Eligible Thai baht investment holdings will move to ttb wealth securities with client consent by May 2027.
09/01/2026
Hightower’s growing Signature Wealth channel goes with wealth data ‘orchestrator’ Dispatch to manage back-office operations, including advisor and client onboarding.
09/01/2026
Origo's expertise in trusted connectivity aligns closely with iPipeline's strengths
08/28/2026
Netwealth has almost 10% of the platform market, but CEO Matt Heine sees plenty of room to grow as they target another doubling of FUA.
08/20/2026
Fullerton Fund Management will provide the new wealthtech platform with SGD-denominated investment strategies.
08/20/2026
The index, published by wealthtech leader Avaloq, evaluates the underlying structural conditions shaping private wealth across 15 major global markets.
08/19/2026
Emerging from stealth with backing from Fintech Collective, F-Prime, Walkabout Ventures, and Plug and Play Ventures, the New York start-up aims to tackle data fragmentation for wealth managers.
08/18/2026
The firm will utilize this funding to accelerate its product roadmap and support its go-to-market efforts.
08/17/2026
Yet one question remains: if we have more financial technology than ever, why aren’t people making significantly better financial decisions?
08/17/2026
UK CEO Alistair Morgan said investment in its Xplan platform was strengthening the firm’s position with larger UK wealth businesses.
08/14/2026
Louis Fauchier-Magnan reveals private assets and Western expansion are hot topics at Mirabaud.
08/13/2026
The rise of equity-rich tech workers at Anthropic and OpenAI is shifting negotiating power towards client
08/12/2026
The share buyback is supported by Temenos’ strong free cash flow generation.
08/12/2026
The money is not the problem. What keeps going wrong is who the rollout actually gets built for.
08/12/2026
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.
08/11/2026
New AI assistant Robin drafts personalized client proposals by integrating data from Salesforce, eMoney, Morningstar and more.
08/11/2026
LSEG Data & Analytics found that 73% of wealth and asset management executives view AI as critical to their business’s future.
08/10/2026
July 2026 ADV reaches $365 billion; Institutional adoption continues as tokenized funding markets mature
08/10/2026
This will enable institutions to progressively transform their banking platform and evolve to more customer-centric business models.
08/07/2026
Designed to Deliver Broad U.S. Equity Exposure Through Transparent, Cost-Efficient, Research-Enhanced Approach