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Wealth management Stories - Page 15

Global Stories

Wealth management stories

Russia, US & Brazil pose highest risks for wealthy crypto holders
Crypto

Russia, US & Brazil pose highest risks for wealthy crypto holders

Russia, the US and Brazil top the Executive Crypto Threat Index as the riskiest countries for wealthy cryptocurrency holders in 2025, while Japan and Singapore are safest.

By Shannon Williams • 4 min read • Fri, 17th Oct 2025
Salesforce & Anthropic deepen AI partnership for finance & health
Marketing Technologies

Salesforce & Anthropic deepen AI partnership for finance & health

Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.

By Sean Mitchell • 4 min read • Wed, 15th Oct 2025
Why it's vital to bring all of your customers on your CX transformation journey
Data Analytics

Why it's vital to bring all of your customers on your CX transformation journey

Australian banks must use AI and personalised service to rebuild trust and enhance customer experience across all age groups and regions.

By Jeremy Thomas • 5 min read • Mon, 13th Oct 2025
Azul launches TAP program to boost innovation in Java ecosystem
Virtualisation

Azul launches TAP program to boost innovation in Java ecosystem

Azul has launched the TAP program to boost innovation and collaboration within the Java ecosystem, offering partners technical support and access to broader markets.

By Melvin Hipolito • 4 min read • Wed, 24th Sep 2025
MongoDB expands AI tools & launches AMP to speed modernisation
Hybrid Cloud

MongoDB expands AI tools & launches AMP to speed modernisation

MongoDB has expanded AI search tools to on-premises users and launched AMP platform to speed legacy system modernisation with AI-powered automation.

By Catherine Knowles • 4 min read • Wed, 17th Sep 2025
ISG sells 75% stake to Shaw & Partners for NZD $67.5 million
DLA Piper

ISG sells 75% stake to Shaw & Partners for NZD $67.5 million

ISG has sold a 75% stake to Shaw and Partners for NZD $67.5 million, marking a major step in its growth and partnership with Switzerland's EFG International.

By Kaleah Salmon • 3 min read • Mon, 18th Aug 2025
Gresham names Hayley Zhu Sales Director to lead APAC growth
Fintech

Gresham names Hayley Zhu Sales Director to lead APAC growth

Gresham appoints Hayley Zhu as Sales Director to drive growth and lead strategy across Asia-Pacific's evolving financial technology landscape.

By Jed Nykolle Harme • 3 min read • Fri, 18th Jul 2025

Stories from Other Regions

Wealth management stories

Jio Payments Bank to deploy cashless tolling on key Gurugram-Jaipur route
Payment Technologies

Jio Payments Bank to deploy cashless tolling on key Gurugram-Jaipur route

Jio Payments Bank will introduce contactless Multi-Lane Free Flow tolling on the Gurugram-Jaipur route, enhancing convenience with digital payment tech.

By Kaleah Salmon • 3 min read • Thu, 16th Oct 2025
Xynon raises up to USD $10 million to disrupt adviser platform market
User experience

Xynon raises up to USD $10 million to disrupt adviser platform market

Sydney fintech Xynon plans to raise up to USD $10 million to grow its adviser-focused wealth platform, integrating Morrison Securities' broker infrastructure.

By Sean Mitchell • 4 min read • Wed, 24th Sep 2025
MongoDB unveils AMP to speed enterprise app modernisation with AI
Digital Transformation

MongoDB unveils AMP to speed enterprise app modernisation with AI

MongoDB launches AI-powered AMP platform to help enterprises modernise legacy apps faster, with key development and pilots led by its Australian team.

By Sean Mitchell • 4 min read • Thu, 18th Sep 2025
Max Bonpain joins Openmarkets as Chief Marketing Officer to drive growth
Fintech

Max Bonpain joins Openmarkets as Chief Marketing Officer to drive growth

Max Bonpain has joined Openmarkets as Chief Marketing Officer to spearhead growth and international expansion in wealth and finance sectors.

By Melvin Hipolito • 3 min read • Tue, 19th Aug 2025
Colonial First State expands AI tools to boost service & advice
Digital Transformation

Colonial First State expands AI tools to boost service & advice

Colonial First State deploys GPT-4 AI tools to enhance customer service, advisor support, and efficiency for over three million clients in wealth management.

By Kaleah Salmon • 4 min read • Fri, 1st Aug 2025
How to invest like you're uber rich (even if you're not!)
Crypto

How to invest like you're uber rich (even if you're not!)

Tokenisation and blockchain tech are breaking barriers, letting everyday investors access alternative assets once reserved for the ultra-wealthy.

By Paul Quickenden • 5 min read • Fri, 1st Aug 2025
FNZ & Microsoft unite to transform wealth management with AI
Unified Communications

FNZ & Microsoft unite to transform wealth management with AI

FNZ and Microsoft have formed a five-year global partnership to integrate AI into wealth management, enhancing digital experiences for advisors and clients worldwide.

By Sean Mitchell • 4 min read • Mon, 28th Jul 2025
Calastone to be acquired by SS&C in £766 million deal
Digital Transformation

Calastone to be acquired by SS&C in £766 million deal

SS&C will acquire Calastone for £766 million, expanding its global fund technology network and boosting services in wealth and asset management.

By Catherine Knowles • 3 min read • Fri, 25th Jul 2025
Exclusive: How Afterburner's AI speeds up mortgage advice & frees up advisors
Data Analytics

Exclusive: How Afterburner's AI speeds up mortgage advice & frees up advisors

New Zealand startup Afterburner uses AI to cut mortgage advice admin from hours to seconds, freeing advisors for more client interaction and growth.

By Melania Watson • 4 min read • Mon, 21st Jul 2025
Block Earner offers first Bitcoin-backed home loan in Australia
Crypto

Block Earner offers first Bitcoin-backed home loan in Australia

Block Earner launches Australia's first Bitcoin-backed home loan, letting investors use Bitcoin as security for deposit finance without selling their crypto.

By Catherine Knowles • 4 min read • Fri, 18th Jul 2025
WeMoney & women leaders shine at 2025 Finnie Awards in Sydney
Fintech

WeMoney & women leaders shine at 2025 Finnie Awards in Sydney

WeMoney wins three awards including FinTech Organisation of the Year at Sydney's 2025 Finnie Awards, with female leaders also honoured for their innovation.

By Kaleah Salmon • 4 min read • Tue, 1st Jul 2025