Wealth management stories - Page 2

Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.

Backbase appoints Didier Van der Coelden as CFO to steer growth and AI-led banking platform expansion across its global operations.

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.

MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.

Anthropic upgrades Claude Cowork with private plugin marketplaces, richer admin controls and Office-linked workflows for enterprise teams.

Christchurch AI startup Contented raises NZD $4.1m seed round to grow its meeting-minutes platform and push into Australia, UK and US.

ZeroDrift emerges from stealth with USD $2m to automate real-time compliance checks on outbound communications in regulated industries.

Marketplace platform Azzet adds veteran Australian executive Yvonne Howie to its board as it ramps up governance for global expansion.

Banks worldwide pour billions into AI, but Dyna.Ai warns only a small minority are turning pilots into tangible, scalable revenue gains.

WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.

Azzet names governance veteran Henry Stoever to its board as it accelerates the global rollout of its premium asset marketplace.

HCLTech moves to deepen its wealth management push with a deal to acquire Singapore-based consultancy Finergic, pending approval by 2026.

Synechron has launched an Agentic AI suite to automate mission-critical workflows in heavily regulated financial and insurance sectors.

DTCC maps an ambitious 2026 plan, deepening tokenisation and AI while overhauling risk, collateral and post-trade ahead of Europe's T+1 shift.

Banks are turning apps and accounts into ad space, with SAS tipping media networks to lift non-interest income by up to 30% within two years.

Snowflake and Anthropic deepen their Claude tie-up with a USD $200m deal to power regulated, enterprise-ready AI agents worldwide.

TCS launches BaNCS AI Compass, adding explainable AI agents to help global banks automate operations while tightening governance controls.

Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.

AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.

Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.