Wealth management stories
moomoo steps up its New Zealand expansion with first local hires, a high-net-worth Priority tier and investor workshops in Auckland.
KiwiSaver round-up app Feijoa has clinched the Audience Choice award at the Kiwibank Start Up Pitch Breakfast in Wellington.
New Zealand faces a squeeze in ultra-luxury homes as visa rule changes unleash overseas demand for properties above NZD $5 million.
Robinhood Ventures Fund I adds Stripe and ElevenLabs stakes to give retail investors listed access to late-stage private tech firms.
New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.
PureFacts and Innover Digital partner to embed AI and automation into revenue operations for asset and wealth managers in key global markets.
Bybit launches AI Trading Skill, letting users place crypto trades and manage accounts via natural-language prompts across top AI tools.
Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.
Plaid and Perplexity debut Portfolio, an AI tool that links brokerage accounts for personalised, conversational investment insights.
Entrepreneurs increasingly see AI as a tool for efficiency and cost-cutting, not a springboard to new markets or sustainability goals.
Wealth data specialist Flanks hires Nawaz Mucadam to spearhead UK, Ireland and Middle East expansion amid rising demand for robust data tools.
Backbase appoints Didier Van der Coelden as CFO to steer growth and AI-led banking platform expansion across its global operations.
SoFi tops JD Power's 2026 US DIY Investor Satisfaction Study, beating rival digital brokerages on app experience, value and product range.
PWL Capital taps d1g1t to replace spreadsheets with a bilingual, API-driven wealth platform for its USD $7 billion advisory business.
Australia's fintech sector could add AUD $37 billion to GDP and hit AUD $71 billion in revenue by 2035, if capital and policy align.
Wealthfront posts record revenue and assets but plunges to GAAP loss after IPO-linked stock-based pay drives expenses sharply higher.
Edinburgh fintech Legado nears 500,000 users as financial firms pour into digital document controls under rising regulatory scrutiny.
FinTech North will convene major brands, start-ups and policymakers in Liverpool next week as it seeks to cement the city as a key fintech hub.
Lightyear scraps commissions and slashes FX fees to 0.1%, escalating a price war among UK brokers as tax-year-end competition heats up.
Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.