Wealth management Stories - Page 4

Kiwi Stories

Wealth management stories

Feijoa named INFINZ innovation finalist for KiwiSaver app

Round-ups of coffee and grocery buys could lift KiwiSaver balances by nearly USD $1,000 a year without changing budgets.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

Revolut posts USD $2.3b profit, 99% NZ revenue growth

New Zealand revenue nearly doubled as the fintech’s annual profit before tax climbed 57% to USD $2.3 billion on wider customer use.

By Karen Joy Bacudo • 4 min read • Thu, 26th Mar 2026

Global Stories

Wealth management stories

DevOps

Ascendion named HFS market leader in agentic services

The ranking spotlights growing buyer demand for proven AI savings as enterprises shift from pilots to production across core operations.

By Sofiah Nichole Salivio • 3 min read • Last month

Fintech

Webull UK cuts commission on US & Hong Kong shares

UK retail investors can now trade Hong Kong shares for free on Webull, as the broker adds a flexible Stocks and Shares ISA.

By Karen Joy Bacudo • 4 min read • Last month

Crypto

SC Ventures backs Keyrock in USD $1.1 billion round

Digital asset markets gained a fresh vote of confidence as the Brussels-based firm secured Series C funding and a USD $1.1 billion valuation.

By Karen Joy Bacudo • 4 min read • Last month

Digital Transformation

FNZ launches premium Select service for wealth clients

Wealth clients will get faster platform changes and priority support as FNZ splits its offer into premium and standard service tiers.

By Karen Joy Bacudo • 3 min read • Last month

Stories from Other Regions

Wealth management stories

Productivity

Aware Super gains adviser-ready fund accreditation

The recognition may make it easier for advisers to place clients with Aware Super, as its member numbers using them have almost doubled since June 2024.

By Sofiah Nichole Salivio • 3 min read • Last month

Digital Transformation

FinTech Australia appoints Xero policy chief Grace Gown

The appointment comes as Australia’s fintech sector pushes for rules that could lift its economic contribution from $13.6 billion to $38 billion by 2035.

By Joseph Gabriel Lagonsin • 4 min read • Last month

Fintech

Public rolls out AI agents to automate trading strategies

Retail investors on Public can now have AI handle portfolio rules and trade execution, starting with a phased rollout for select members.

By Sean Mitchell • 3 min read • Last month

Software-as-a-Service

Huntington picks SEI for private bank platform shift

The bank's private wealth arm will shift to a single system to cut complexity and improve service for advisers and clients.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

TD launches Easy Trade app for novice Canadian investors

Novice investors can now start with CAD $1 as TD targets younger Canadians who want simpler, low-cost access to shares and funds.

By Karen Joy Bacudo • 4 min read • Last month

Crypto

MetaComp launches compliance tools for AI payments

Institutions handling cross-border stablecoin flows could cut false compliance alerts as MetaComp adds AI risk checks and an agent governance standard.

By Karen Joy Bacudo • 4 min read • Mon, 30th Mar 2026