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Wealth & Asset Management

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

Hightower Picks FinTech Dispatch for Onboarding in its Signature Wealth Channel

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

IPipeline completes Origo acquisition

Origo's expertise in trusted connectivity aligns closely with iPipeline's strengths

08/28/2026

Netwealth CEO Matt Heine on market share, margins and another four years of growth

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

Singapore wealthtech platform Keenai partners with Fullerton Fund Management

Fullerton Fund Management will provide the new wealthtech platform with SGD-denominated investment strategies.

08/20/2026

UAE Tops Global Digital Adoption in Wealth Management as Avaloq Index Outlines Regional Shift

The index, published by wealthtech leader Avaloq, evaluates the underlying structural conditions shaping private wealth across 15 major global markets.

08/19/2026

Former MoneyLion execs debut wealthtech infrastructure venture Astraeus with $10m in total funding

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

VastAdvisor closes $1 million Safe round

The firm will utilize this funding to accelerate its product roadmap and support its go-to-market efforts.

08/17/2026

Why Predictive Finance Is the Future of Wealth Management

Yet one question remains: if we have more financial technology than ever, why aren’t people making significantly better financial decisions?

08/17/2026

Iress UK earnings rise 43% in first half of 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

Digital platform and unlisted assets: What Mirabaud upgraded

Louis Fauchier-Magnan reveals private assets and Western expansion are hot topics at Mirabaud.

08/13/2026

Wealth managers cut fees to win AI’s paper millionaires

The rise of equity-rich tech workers at Anthropic and OpenAI is shifting negotiating power towards client

08/12/2026

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

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

08/12/2026

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.

08/12/2026

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.

08/11/2026

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.

08/11/2026

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.

08/10/2026

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

08/10/2026

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.

08/07/2026

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

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Lisa Jacobs to step down as CEO of Funding Circle

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LSEG recruits Jonathan Lofthouse as CIO of data and analytics

09-10-2026

MessagePay launches AI Pay+ to predict borrower payments

09-10-2026

Standard Chartered deepens “Now’s Your Time for Wealth” campaign with AI-powered innovation, wealth and advisory capabilities

09-10-2026

World Bank targets more digital payments in emerging markets

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AI Can Help Banking – But Customers Still Want a Person

09-10-2026

SS&C Enhances Wealth Management Offerings with Black Diamond AI

09-14-2026

MAS Tests Cross Bank AI Models to Detect Scams Faster

09-14-2026

PayTech Group revamps board with four new appointments

09-16-2026

Bitpanda CEO Lukas Enzersdorfer-Konrad to step down in Q1 2027

09-16-2026

Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library

09-16-2026

Alkami and MANTL expand lending partnership with Embers Credit Union

09-16-2026

Personetics Launches AI Banking Console for Relationship Managers

09-16-2026

AI chatbots give incorrect financial advice 57% of the time, study shows

09-16-2026

FNB enhances eWallet Cash Advance and introduces FNB Connect Prepaid Advance

09-16-2026

What Revolut can and cannot take from South Africa’s banks

09-16-2026

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