11/14/2025
These innovations enable financial institutions to offer scalable, high-touch investment services across all client segments, combining automation with human insight for maximum personalisation and engagement.
11/13/2025
The project involved migrating VPBank from its existing version of Temenos core banking to the latest release, hosted by Red Hat OpenShift.
11/07/2025
This evolution reflects both regional economic diversification and a new generation of leadership stepping into prominent roles.
11/07/2025
Payit will integrate with True Potential's impulseSave system, which enables expedited investment contributions.
11/07/2025
Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million
11/06/2025
Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients
11/06/2025
The expansion reflects growing demand among private banks and financial advisors for AI-driven portfolio and research tools.
11/04/2025
UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.
10/30/2025
This year, the company launched a waitlist for its first credit card, surpassing 300,000 Canadians in the first six months.
10/30/2025
SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies
10/30/2025
AI is moving from hype to habit in wealth management, reshaping how firms serve clients, manage portfolios and build trust.
10/29/2025
Regulatory developments present operators with a crossroads.
10/29/2025
While portfolio allocations in traditional assets, such as stocks and bonds, are not going anywhere soon, investments that were once looked upon with skepticism are now picking up steam among the world’s most sophisticated investors.
10/27/2025
Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management
10/27/2025
James Hambro & Partners has teamed up with Moneyinfo to build a better digital experience for its wealth clients.
10/24/2025
This will help the bank to scale its services and deliver a highly personalized, data-driven wealth management experience.
10/22/2025
The firm plans to use the new capital to enhance its wealth technology platform, deepen AI capabilities, and grow its regional advisory offerings.
10/21/2025
Compounding the issue is little current desire to offer crypto investing.
10/21/2025
As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.
10/20/2025
Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice