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Wealth management stories

UK finance brands lag in paid social ad creativity
Fintech

UK finance brands lag in paid social ad creativity

Paid social costs are rising as UK finance marketers struggle to produce enough creative for platforms that now reward constant ad testing.

By Karen Joy Bacudo • 4 min read • Last month

Global Stories

Wealth management stories

Northern Trust launches banking APIs with NAV first client
Digital Transformation

Northern Trust launches banking APIs with NAV first client

Fund administrators can now pull banking data in real time as Northern Trust's new APIs go live with NAV Fund Services first to adopt them.

By Karen Joy Bacudo • 4 min read • Last week
Sygnum appoints Reto Marx as Singapore Chief Executive
Crypto

Sygnum appoints Reto Marx as Singapore Chief Executive

The move underscores Sygnum's bid to win more affluent Asian clients as Singapore tightens scrutiny of digital asset firms.

By Sean Mitchell • 4 min read • Last week
Aventur partners with GayWealth on LGBT+ advice gap
Fintech

Aventur partners with GayWealth on LGBT+ advice gap

LGBT+ households facing mortgage and retirement hurdles will gain regulated advice through a new venture aimed at closing a long-standing gap.

By Sofiah Nichole Salivio • 4 min read • Last month
WRISE launches AI Labs with HKD $30m & new scientist
Data Analytics

WRISE launches AI Labs with HKD $30m & new scientist

The wealth manager will use the funds to build AI tools for advisers and client service, as firms race to lift productivity and engagement.

By Joseph Gabriel Lagonsin • 4 min read • Last month
US tech founders shift wealth to Cook Islands trusts - Southpac Group
Data Protection

US tech founders shift wealth to Cook Islands trusts - Southpac Group

Rising AI and data privacy disputes are pushing more US technology entrepreneurs into offshore protection structures before claims emerge.

By Joseph Gabriel Lagonsin • 4 min read • Last month
Investec picks Infosys Finacle for banking overhaul
Software-as-a-Service

Investec picks Infosys Finacle for banking overhaul

The cloud migration is designed to replace ageing core systems and give Investec faster data access across four key markets.

By Sofiah Nichole Salivio • 4 min read • Last month

Stories from Other Regions

Wealth management stories

DeepVest launches MonitorLab for adviser market alerts
Fintech

DeepVest launches MonitorLab for adviser market alerts

Financial advisers could miss market moves without a system like MonitorLab, which tracks portfolios and signals in real time.

By Karen Joy Bacudo • 4 min read • Yesterday
Amplify & Ned Davis Research launch managed portfolios
Productivity

Amplify & Ned Davis Research launch managed portfolios

Advisers will gain access to Ned Davis Research models across multiple custodians, while Amplify handles trading, rebalancing and reporting.

By Karen Joy Bacudo • 4 min read • 3 days ago
Northern Trust expands digital asset reporting with Lukka
Crypto

Northern Trust expands digital asset reporting with Lukka

Institutional clients will gain consolidated digital asset records as the bank links wallets, exchanges and blockchains into existing reporting systems.

By Karen Joy Bacudo • 4 min read • 3 days ago
Astraeus launches AI-native wealth platform for firms
Software-as-a-Service

Astraeus launches AI-native wealth platform for firms

Wealth firms could gain a governed way to use AI without replacing legacy systems, as the New York-based start-up raises more than USD $10 million.

By Karen Joy Bacudo • 4 min read • Last week
SoFi adds private market funds for retail investors
Crypto

SoFi adds private market funds for retail investors

Retail investors gain access to private equity, venture capital and credit as minimums start at just USD $500 on SoFi's app.

By Karen Joy Bacudo • 4 min read • Last week
Wealthsimple posts CAD $17 billion inflows on banking push
Fintech

Wealthsimple posts CAD $17 billion inflows on banking push

Chequing and spending products helped lift assets under administration to CAD $155.6 billion, with client numbers reaching 3.6 million.

By Karen Joy Bacudo • 4 min read • Last month
Zocks launches AI scheduling for financial advisers
Customer Relationship Management

Zocks launches AI scheduling for financial advisers

Advisers could cut admin as the new feature links bookings with client records, meeting prep and follow-up across one workflow.

By Karen Joy Bacudo • 3 min read • Last month
Sharesight warns investors against AI tax calculations
Data Protection

Sharesight warns investors against AI tax calculations

Investors risk misreporting gains, offsets and foreign income if they rely on chatbots instead of current Australian tax rules and records.

By Sean Mitchell • 4 min read • Last month
AI & connected CRM lift adviser website form submissions
Customer Relationship Management

AI & connected CRM lift adviser website form submissions

Prospects are more often reaching advisers ready to engage, with website form submissions up 110% as connected CRM systems boosted marketing performance.

By Karen Joy Bacudo • 4 min read • Last month
Elemental Concept expands to Australia with CX model
Data Analytics

Elemental Concept expands to Australia with CX model

The consultancy is betting that Australian buyers will back a decision-led CX model as brands struggle to prove revenue gains from journey redesigns.

By Sofiah Nichole Salivio • 4 min read • Last month