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SEI names Kristie Edling-Day as Chief Information Officer
Digital Transformation

SEI names Kristie Edling-Day as Chief Information Officer

The hire comes as the firm expands overseas and steps up work on cyber controls, data governance and AI oversight across its platforms.

By Sofiah Nichole Salivio • 4 min read • Last week
AI adoption in advice sector still stuck at pilot stage
Risk & Compliance

AI adoption in advice sector still stuck at pilot stage

Only 7% of advice practices have embedded AI across most workflows, leaving productivity gains trapped in pilot projects rather than business-wide change.

By Karen Joy Bacudo • 6 min read • Last week
Southpac targets California sports & entertainment wealth
Basketball

Southpac targets California sports & entertainment wealth

The Los Angeles move puts the Bay of Plenty firm into a US market where young athletes and entertainers can quickly face complex asset risks.

By Karen Joy Bacudo • 4 min read • Last week
Hyperlayer joins Asia Pacific fintech lab as finalist
Digital Transformation

Hyperlayer joins Asia Pacific fintech lab as finalist

The Hong Kong firm will gain access to major banks and insurers as it seeks customers wary of costly core-system overhauls.

By Karen Joy Bacudo • 3 min read • This month
CoinPayments founder Alexandrov returns as Chief Executive
Crypto

CoinPayments founder Alexandrov returns as Chief Executive

The digital-asset payments firm is bolstering its leadership as it seeks to turn more than USD $50 billion in transactions into broader growth.

By Sofiah Nichole Salivio • 3 min read • This month
Backbase appoints Roland Booijen as Chief Product Officer
Software-as-a-Service

Backbase appoints Roland Booijen as Chief Product Officer

The move puts AI agents at the heart of the bank software group's strategy as it targets faster service and more automated customer operations.

By Karen Joy Bacudo • 3 min read • This month
Asia Pacific leads the world in wealth AI adoption
Customer Relationship Management

Asia Pacific leads the world in wealth AI adoption

Firms in the region are moving beyond pilots, with 84% expecting AI to redefine roles and operations across their businesses.

By Karen Joy Bacudo • 4 min read • This month
DTCC appoints Samir Pandiri as Chief Client Officer
Fintech

DTCC appoints Samir Pandiri as Chief Client Officer

The move strengthens DTCC's client-facing leadership as markets demand more support on trading, settlement and reporting complexity.

By Sofiah Nichole Salivio • 4 min read • Last month
HCLTech study says wealth managers lag on AI readiness
Data Analytics

HCLTech study says wealth managers lag on AI readiness

Despite near-universal AI plans, only 7% of wealth firms are building agentic systems, widening the gap between ambition and execution.

By Mara Sugue • 4 min read • Last month

Stories from Other Regions

Wealth management stories

SMEC AI Pathfinder draws 1,500 Australians to build AI
Digital Transformation

SMEC AI Pathfinder draws 1,500 Australians to build AI

The programme's record intake signals growing demand for hands-on AI support as more Australians with industry expertise move to build products.

By Joseph Gabriel Lagonsin • 4 min read • 3 days ago
New Zealand risks losing AIP billions without banking
Immigration New Zealand

New Zealand risks losing AIP billions without banking

Without stronger private banking, New Zealand may fail to keep NZD $2.72 billion already committed under its investor visa scheme in the country.

By Karen Joy Bacudo • 5 min read • 3 days ago
Selfwealth launches managed portfolios to fill advice gap
ASX

Selfwealth launches managed portfolios to fill advice gap

Rising advice fees and shrinking access are pushing more Australians towards low-cost managed portfolios that can be used without lock-ins.

By Karen Joy Bacudo • 4 min read • Last week
GoSense.ai launches AI-native mobile security platform
Fintech

GoSense.ai launches AI-native mobile security platform

Banks and fintechs can now spot suspicious activity mid-session as mobile fraud and device compromise grow more costly in real time.

By Karen Joy Bacudo • 3 min read • This month
Wealth institute targets AI training as Dalio warns advisers
Artificial Intelligence

Wealth institute targets AI training as Dalio warns advisers

Advisers could lose market relevance unless they learn to use AI, as the Wealth Management Institute aims for 21,000 training enrolments over three years.

By Karen Joy Bacudo • 4 min read • This month
Richter launches Guardian for executives' cyber risk
Data Protection

Richter launches Guardian for executives' cyber risk

Executives and wealthy families now have a gap-filling option as the firm adds human-led monitoring, phishing defence and incident response to its advisory work.

By Joseph Gabriel Lagonsin • 3 min read • This month
Singapore employers boost AI pay as wage caution grows
Data Analytics

Singapore employers boost AI pay as wage caution grows

Demand for AI and data skills is pushing up pay in Singapore, even as more employers plan wage freezes or smaller increases in 2027.

By Raphael Veloso • 4 min read • This month
HSBC names Hong Kong stablecoin RedCoin after survey
Crypto

HSBC names Hong Kong stablecoin RedCoin after survey

Customer concerns over fraud and regulation are shaping a cautious rollout, with the bank planning to start on its own digital channels in Hong Kong.

By Karen Joy Bacudo • 3 min read • This month