Wealth management stories

Study finds AI now shapes investment research for 78.3% of users, with strongest enthusiasm in the Middle East and Latin America.

WealthArc unveils AI Agent to turn messy custodian records into structured portfolio data for wealth managers, backed by human review.

Pello buys ByAllAccounts from Morningstar in a deal that leaves the data aggregation platform embedded in adviser and investor tools.

Bitget opens retail pre-IPO access with SpaceX-linked tokenised offering, as the exchange pushes deeper into private-market trading and tokenisation.

Ascendion wins HFS market leader nod as agentic AI wins gains in legacy modernisation, testing and enterprise delivery.

Public rolls out AI agents for retail investors, letting select members automate trades, cash moves and option strategies inside brokerage accounts.

Huntington National Bank has chosen SEI Wealth Platform to unify its private banking operations, as the lender seeks a more integrated digital wealth service.

Webull UK drops commission on US and Hong Kong shares as it launches a flexible Stocks and Shares ISA for retail investors.

Keyrock lands new Series C funding from SC Ventures as it expands trading, liquidity and tokenised finance services for institutions.

FNZ launches premium Select service for wealth clients, giving top-tier firms priority product input, AI tools and faster platform support.

Bank of America's wealth units deploy an AI meeting system for advisers, with the lender saying it could save up to four hours per client meeting.

GeoWealth extends its Series C with a USD $42.5m minority stake from Goldman Sachs to fuel growth while its family office keeps control.

SoFi tops JD Power's 2026 US DIY Investor Satisfaction Study, beating rival digital brokerages on app experience, value and product range.

Robinhood Ventures Fund I adds Stripe and ElevenLabs stakes to give retail investors listed access to late-stage private tech firms.

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

Bybit launches AI Trading Skill, letting users place crypto trades and manage accounts via natural-language prompts across top AI tools.

Wealthfront posts record revenue and assets but plunges to GAAP loss after IPO-linked stock-based pay drives expenses sharply higher.

Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.

Plaid and Perplexity debut Portfolio, an AI tool that links brokerage accounts for personalised, conversational investment insights.

Entrepreneurs increasingly see AI as a tool for efficiency and cost-cutting, not a springboard to new markets or sustainability goals.