Wealth management Stories - Page 3

Global Stories

Wealth management stories

SoFi launches Social 50 Income ETF for monthly income

Investors seeking income now have a simpler route to options-based returns as the new fund combines monthly payouts with stock-market growth potential.

By Karen Joy Bacudo • 3 min read • Last month

Fintech

SS&C to add digital cash settlement for tokenised funds

The move could lower settlement risk and speed up tokenised fund trades as asset managers seek regulated digital cash rails.

By Karen Joy Bacudo • 4 min read • Last month

Semiconductors

MFS sees broader diversification as risks reshape markets

Broader portfolios could help investors navigate US equity concentration, private credit stress and persistent inflationary pressures, MFS said.

By Joseph Gabriel Lagonsin • 5 min read • Last month

Software-as-a-Service

MDOTM raises USD $27 million to expand AI platform

The funding will help MDOTM hire and expand overseas as demand grows for AI tools that cut manual portfolio work at financial firms.

By Karen Joy Bacudo • 4 min read • Last month

Risk & Compliance

Gordian Capital rebrands to IQ-EQ across Asia-Pacific

The move gives fund managers a single route into IQ-EQ's wider services across 25 jurisdictions as it deepens its Asia-Pacific and Middle East reach.

By Karen Joy Bacudo • 3 min read • Tue, 30th Jun 2026

Software-as-a-Service

Backbase buys Kasisto to bolster banking AI platform

Banks could gain a single AI system for customer requests, as Backbase folds Kasisto's tools into its software and boosts its US reach.

By Karen Joy Bacudo • 3 min read • Thu, 25th Jun 2026

Fintech

Seccl launches Irish unit in first Europe expansion

Customer demand is driving the move, as the Octopus-owned platform sets up an EU base to serve firms seeking cross-border investment growth.

By Mark Tarre • 4 min read • Wed, 24th Jun 2026

Crypto

CMC Invest launches AI tool for portfolio insights

Retail investors will get ranked, source-cited insights on holdings across shares, ETFs and crypto as CMC Invest rolls out CMC Intelligence.

By Karen Joy Bacudo • 4 min read • Tue, 23rd Jun 2026

Stories from Other Regions

Wealth management stories

Crypto

Swyftx wins Australian licence to expand payment services

Closer oversight now gives the crypto broker a route to offer payments, deposits and derivatives services to Australian customers.

By Karen Joy Bacudo • 3 min read • Last month

Data Protection

Personalization, privacy, and the question of identity

Consumers may feel watched rather than served as brands collect more personal data for targeting, inclusion, and fraud prevention.

By Tom Vincent • 8 min read • Last month

Software-as-a-Service

WealthAi & Flanks join forces on wealth data platform

Wealth managers could cut manual reconciliation as the tie-up gives access to data from more than 650 financial institutions in one system.

By Karen Joy Bacudo • 4 min read • Last month

Data Protection

YEO Messaging taps ReconIQ to enter US banking market

Banks could use continuous identity checks to curb rising takeover fraud, as the tie-up opens YEO Messaging to US financial institutions.

By Karen Joy Bacudo • 3 min read • Last month

Fintech

Tide launches business investment account for SMEs

UK small businesses can now seek higher returns on spare cash as Tide adds investment accounts to its banking app.

By Karen Joy Bacudo • 4 min read • Last month

Digital Transformation

Australian superannuation, at the crossroads, must embrace AI

With $310 billion sitting in dormant accounts, funds face rising churn and must use AI to keep members and assets in place.

By Josh Shipman • 4 min read • Last month

Fintech

Webull Thailand to buy Pi Securities in USD $100m deal

The purchase would deepen Webull's Thai foothold and add Pi Securities' long-standing client base, pending approvals.

By Karen Joy Bacudo • 3 min read • Last month

Fintech

SoFi launches AI investing platform Composer by SoFi

Retail investors can now build and test rules-based strategies in plain English, as SoFi folds the platform into its app after buying Composer Securities.

By Karen Joy Bacudo • 3 min read • Thu, 25th Jun 2026