Wealth management Stories

American Stories

Wealth management stories

AdvisorFinder launches AI visibility tool for advisers

Financial advisers risk being overlooked as clients increasingly use generative AI and search engines to pick firms, the company says.

By Karen Joy Bacudo • 4 min read • Today

Human Capital Management

Mowery & Schoenfeld promotes seven to partner roles

Seven internal promotions broaden Mowery & Schoenfeld's tax and advisory leadership as the Illinois firm marks its 30th anniversary.

By Karen Joy Bacudo • 3 min read • Today

Digital Transformation

Aprio launches venture arm for AI & tech investments

The US advisory firm is formalising years of AI investments with a dedicated unit that will test tools inside its accounting and client work.

By Karen Joy Bacudo • 4 min read • Today

Risk & Compliance

Masttro launches cash projection hub for closed-end funds

Family offices with heavy private market holdings could get earlier warning of liquidity squeezes as Masttro automates closed-end fund cash-flow forecasts.

By Karen Joy Bacudo • 4 min read • 3 days ago

Digital Transformation

DriveWealth & IOL launch digital private banking in Uruguay

Affluent Uruguayan investors can now access global markets through a single app, as IOL Privé combines advice, planning and trading.

By Karen Joy Bacudo • 3 min read • 3 days ago

Customer Relationship Management

SEI adds Zocks AI assistant to adviser services ecosystem

Advisers could see less admin and quicker follow-up as SEI widens its AI toolkit with software that turns client meetings into records and tasks.

By Joseph Gabriel Lagonsin • 3 min read • Last week

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 • Last week

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 • Last week

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 • Last week

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 • This month

Global Stories

Wealth management stories

Fintech

XTB upgrades investment plans with ready-made portfolios

The update should help retail investors build diversified portfolios without needing daily trading decisions or complex fund selection.

By Sofiah Nichole Salivio • 3 min read • Today

Venture Capital

Northleaf closes USD $450 million asset-based fund

The close gives Northleaf fresh firepower to back specialist receivables and royalty deals as private credit firms hunt for new income sources.

By Karen Joy Bacudo • 4 min read • Yesterday

NVIDIA

Bitget launches US stock coupon notes for tokenised shares

Users can earn a USDT coupon while waiting for tokenised US stocks to reach a chosen entry price, but could end up with rTokens instead.

By Karen Joy Bacudo • 4 min read • Yesterday

Fintech

Alpaca partners Gate for US stocks & tokenised shares

Gate users can now trade US equities, ETFs and tokenised shares as the crypto exchange moves deeper into mainstream investing.

By Karen Joy Bacudo • 4 min read • Last week

Stories from Other Regions

Wealth management stories

Virtual Private Networks

Revolut launches Ultra tier in Singapore for S$899

The subscription aims to woo Singapore's affluent customers with travel perks, investment discounts and bundled services worth more than S$10,000 a year.

By Joseph Gabriel Lagonsin • 4 min read • Yesterday