Wealth management stories - Page 3

TradingFront has launched AI tools to help financial advisers enhance portfolio management, client engagement, and business growth in wealth management.

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.

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

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

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

Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.

Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.

KX and NVIDIA have launched the AI Banker Agent, an AI system designed to enhance real-time decision-making and client service in global trading markets.

Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.

As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.

NTT DATA's latest report reveals that 58% of banks globally are fully adopting generative AI, marking a crucial shift towards its integration in banking operations.

UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.