Wealth management Stories

Global Stories

Wealth management stories

Cook Islands trust boom opens fintech & regtech market

Rising trust registrations are forcing Cook Islands firms to invest in compliance, payments and cybersecurity systems to serve overseas clients.

By Karen Joy Bacudo • 4 min read • Yesterday

Customer Relationship Management

Zocks links client data platform to Claude for advisers

Advisers can now draft reviews and tax summaries with client context drawn from Zocks' conversation data, while keeping access read-only.

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

Fintech

Anthropic introduces Claude for financial advisers

Advisers could save hours on prep and compliance as the new Claude plugin links into portfolio, CRM and planning systems, Anthropic said.

By Karen Joy Bacudo • 5 min read • 3 days ago

Software-as-a-Service

Datasite partners Rogo on AI deal room integration

Deal teams can query live transaction documents without exporting them, as the tie-up keeps sensitive M&A work inside Datasite's permissioned rooms.

By Joseph Gabriel Lagonsin • 4 min read • Last week

Software-as-a-Service

Mastercard & Backbase launch AI banking collaboration

Banks on Backbase's platform will gain access to Mastercard's AI tools as lenders race to turn experiments into production systems.

By Karen Joy Bacudo • 4 min read • Last week

Crypto

Better, Coinbase launch crypto-backed conforming mortgage

Borrowers can now pledge digital assets instead of selling them, as the pair widen a home loan offer beyond a limited trial.

By Karen Joy Bacudo • 4 min read • Last month

Software-as-a-Service

Practifi launches Sentir AI CRM for wealth managers

Wealth advisers will get daily briefings and AI-led workflow support as Practifi splits its platform into two products, Sentir and Naya.

By Karen Joy Bacudo • 4 min read • Last month

Data Protection

Flanks joins Perplexity AI network for wealth data

Wealth managers gain AI access to client holdings, transactions and reporting across banks as Perplexity broadens its regulated data network.

By Mark Tarre • 4 min read • Last month

Software-as-a-Service

Morningstar & PitchBook join Google Cloud AI preview

Financial professionals will soon be able to query Morningstar and PitchBook data inside Google Cloud's Gemini Enterprise for Financial Services.

By Karen Joy Bacudo • 4 min read • Last month

Stories from Other Regions

Wealth management stories

Crypto

Block Earner & Century 21 Home Loans launch Bitcoin home loans

Borrowers can now use Bitcoin as deposit security for Australian homes, potentially avoiding forced sales and tax hits in a volatile market.

By Karen Joy Bacudo • 4 min read • Yesterday

Fintech

Openmarkets & Ondo eye tokenised finance in Australia

Eligible Australian investors could soon gain access to tokenised products as Openmarkets and Ondo test new offerings within local regulations.

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

Software-as-a-Service

Bank of Ireland expands Stripe deal on AI & payments

The bank aims to speed up customer payments and back-office tasks as it deepens use of Stripe's systems across its group.

By Karen Joy Bacudo • 3 min read • Last week

Customer Relationship Management

Focal AI launches agentic platform for Canadian advisers

Advisers could reclaim hours each week as the new software auto-fills forms, drafts emails and updates records after client meetings.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

Tokenisation is an infrastructure decision

Australia's wealth managers now face pressure to rebuild custody and distribution systems as tokenised assets move under the same law as other holdings.

By Dan Sleep • 5 min read • Last week

Customer Relationship Management

WealthAi launches AI platform for smaller advisers

Smaller advice firms could cut routine client administration by as much as 60% after adopting the new platform, which sits on existing systems.

By Karen Joy Bacudo • 4 min read • This month

Fintech

April adds tax planning insights for wealth advisers

Wealth advisers can now use client-authorised IRS records to spot planning opportunities around stock, conversions and estimated payments more easily.

By Karen Joy Bacudo • 4 min read • This month