Wealth management Stories

Global Stories

Wealth management stories

Ireland's finance & funds boom powers new fintech era

Ireland's funds boom now underpins more than 60,000 jobs, while its fintech tools are helping Australian super funds meet tougher rules.

By Tiarnan McCaughan • 6 min read • 3 days ago

Customer Relationship Management

Addepar unveils AI tools for investment professionals

The rollout aims to cut manual reconciliation and improve portfolio visibility as wealth managers face rising pressure to automate reporting and client updates.

By Sofiah Nichole Salivio • 4 min read • 5 days ago

Digital Transformation

TD launches AI model to speed mortgage applications

The bank says underwriters can now complete work in minutes rather than 15 hours, as it rolls out agentic AI across home lending.

By Karen Joy Bacudo • 4 min read • Last week

Software-as-a-Service

Temenos recognises standouts in banking technology

Major banking technology shifts are paying off for lenders, as Temenos cited faster lending, core migrations and AI use across winners.

By Karen Joy Bacudo • 4 min read • Last week

Digital Transformation

FintechOS Data Core lands on Google Cloud Marketplace

Financial firms can now buy and deploy FintechOS's governed data layer through Google Cloud, speeding procurement for AI projects.

By Karen Joy Bacudo • 4 min read • Last week

Crypto

Ledn sees Bitcoin loans market hitting USD $1 trillion

Survey data suggest trust, not demand, is the main hurdle as Bitcoin-backed consumer lending expands from a USD $3 billion base.

By Joseph Gabriel Lagonsin • 4 min read • Last week

Data Protection

Backbase & Atos team up on AI-led banking modernisation

Banks in tightly regulated markets will get help modernising systems without surrendering data control, compliance or operational resilience.

By Sean Mitchell • 3 min read • This month

Stories from Other Regions

Wealth management stories

Fintech

Robinhood opens AI agents to trading & card spending

Customers can now let their own AI software place equities trades or make card purchases, but Robinhood says safeguards and limits still apply.

By Karen Joy Bacudo • 4 min read • Yesterday

Fintech

Finloop & Marketnode join to link tokenised products

Institutional investors in Hong Kong and Singapore are set to gain wider access to tokenised funds, bonds and structured products through the tie-up.

By Karen Joy Bacudo • 3 min read • 2 days ago

Software-as-a-Service

MPC Markets selects HeirWealth Atlas for reporting

Advisers at MPC Markets will get a single view across multi-broker, multi-currency holdings as the firm automates client review packs.

By Mark Tarre • 4 min read • 2 days ago

Digital Transformation

Farsight launches AI tool for finance deal materials

Finance teams could cut hours of manual drafting as the new tool builds full deal packs, including CIMs, from a single prompt.

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

Data Analytics

Financial planning firms boost technology spending

The shift comes as 42% of firms use tech spend to cope with growth and regulation, up from 35% in the previous survey.

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

Inflation

TermPlus expands fixed-term accounts for SMSF investors

SMSF trustees hunting income are being offered higher target returns as TermPlus taps stronger demand for fixed-term private credit accounts.

By Karen Joy Bacudo • 4 min read • 5 days ago

Small Business

Wealthsimple expands into household & business banking

Customers will soon be able to manage savings, spending and borrowing for family and business in one place as the firm broadens beyond investing.

By Karen Joy Bacudo • 4 min read • 6 days ago

Contact Centre

MUFG wins ElectricSuper admin deal worth AUD $1.8bn

The transfer will shift core member services for about 3,300 ElectricSuper members as the fund moves to a new administrator this year.

By Mark Tarre • 4 min read • Last week

Data Analytics

National Bank of Canada teams up with Sardine on fraud

The deal gives National Bank of Canada new fraud tools as lenders race to curb losses without adding friction for customers.

By Karen Joy Bacudo • 3 min read • Last week

Crypto

Block Earner wins first digital asset credit licence

The approval lets eligible Australians borrow against crypto holdings under direct oversight, as the sector seeks clearer rules and mainstream acceptance.

By Karen Joy Bacudo • 4 min read • Last week