Wealth management Stories - Page 8

Kiwi Stories

Wealth management stories

eccuity launches digital wealth platform for New Zealanders

eccuity launches a digital wealth platform in New Zealand to offer affordable, personalised financial planning for business owners and individuals.

By Kaleah Salmon • 3 min read • Fri, 28th Nov 2025

Global Stories

Wealth management stories

Digital Transformation

TCS unveils BaNCS AI Compass for global financial firms

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

By Jake MacAndrew • 3 min read • Sat, 20th Dec 2025

Software-as-a-Service

Snowflake, Anthropic expand USD $200m Claude AI deal

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

By Sean Mitchell • 4 min read • Fri, 12th Dec 2025

Data Analytics

FWD Singapore reshapes leadership to drive next growth phase

FWD Singapore overhauls leadership, uniting finance, tech and distribution to sharpen adviser focus ahead of its 2026 tenth anniversary.

By Melvin Hipolito • 4 min read • Thu, 11th Dec 2025

Digital Transformation

AI delivers returns for wealth managers, FNZ study finds

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

By Sean Mitchell • 5 min read • Mon, 8th Dec 2025

Customer Experience

Link advisers to gain AI tools as Afterburner boosts efficiency

Link Financial Group partners with Afterburner AI to equip advisers with automation tools, cutting admin time drastically to boost client service delivery.

By Melania Watson • 3 min read • Mon, 24th Nov 2025

Customer Relationship Management

Backbase wins award for AI-driven wealth management platform

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

By Sean Mitchell • 3 min read • Tue, 4th Nov 2025

Stories from Other Regions

Wealth management stories

Document Management

Royal London adopts Seismic to enhance client service

Royal London Asset Management adopts Seismic's AI-driven platform to streamline client content, boost productivity and tighten compliance controls.

By Catherine Knowles • 4 min read • Fri, 19th Dec 2025

Digital Transformation

Legacy Trust wins STEP Rising Star, boosts HK hub

Legacy Trust COO Grace Liu wins STEP Rising Star award, spotlighting Hong Kong's tech-driven ambitions in Asia's booming wealth market.

By Kaleah Salmon • 4 min read • Thu, 18th Dec 2025

Crypto

2026 tipped as the year UK retail investors dominate

Retail investors are tipped to rule UK wealth and fintech by 2026 as banks and digital challengers race to capture mass-market demand.

By Shannon Williams • 4 min read • Wed, 17th Dec 2025

Fintech

Dan Jovevski joins FinTech Australia board to drive open banking

Dan Jovevski, founder of WeMoney, joins FinTech Australia's board to advance open banking and boost financial wellbeing across Australia's fintech sector.

By Melvin Hipolito • 3 min read • Fri, 5th Dec 2025

Fintech

Zopa launches GBP £1 minimum investment accounts with Upvest

Zopa teams with Upvest to launch investment accounts with a GBP £1 minimum, aiming to make investing accessible to millions of UK savers.

By Sean Mitchell • 3 min read • Fri, 21st Nov 2025

Digital Transformation

UK wealth managers risk losing GBP £90 billion as millionaires flee

UK wealth managers risk losing GBP £90 billion as millions move assets abroad amid rising demands for digital services and generational wealth shifts.

By Melania Watson • 3 min read • Fri, 21st Nov 2025

Crypto

Traditional banks face 2026 shakeup as neobanks, fraud & T+1 loom

In 2026, traditional banks will face fierce competition from neobanks, rising fraud risks, and new ISO 20022 rules, forcing urgent modernisation or loss of customers.

By Melania Watson • 4 min read • Fri, 21st Nov 2025

Crypto

Trusted fintechs key to bridging traditional and decentralised finance

Trusted fintechs are crucial to bridging traditional and decentralised finance, enabling faster, transparent access to digital assets for all investors.

By Dan Jowett • 4 min read • Thu, 20th Nov 2025

Fintech

AI, embedded finance & inclusion lead India fintech trends

India's fintech sector readies for a decade of innovation, with AI, embedded finance, wealth inclusion, and cyber resilience driving growth through 2026.

By Kaleah Salmon • 3 min read • Fri, 14th Nov 2025

Partner Programmes

Compare Club ramps up life broker acquisitions amid sector shift

Compare Club is expanding its acquisition of life insurance brokerages as advisers shift focus from legacy policies to financial planning and wealth management.

By Melania Watson • 3 min read • Tue, 11th Nov 2025

Crypto

Openmarkets to raise USD $50 million for Asia DeFi expansion

Openmarkets plans to raise USD $50 million to expand its DeFi capabilities and presence across Asia and the US, targeting crypto trading and asset tokenisation.

By Catherine Knowles • 4 min read • Thu, 30th Oct 2025