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
03/06/2026
Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.
03/06/2026
The launch is part of a broader strategy focused on native AI, intelligent agents and new workflows across the investment lifecycle.
03/05/2026
Alex Chen, Head of Data and Analytics at HSBC Hong Kong, said: “If data is the new oil, our team are the master prospectors and refiners, turning raw potential into pure value."