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Wealth management Stories - Page 12

Kiwi Stories

Wealth management stories

eccuity launches digital wealth platform for New Zealanders
Fintech

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

DTCC sets 2026 agenda on tokenisation, AI & T+1 shift
Data Analytics

DTCC sets 2026 agenda on tokenisation, AI & T+1 shift

DTCC maps an ambitious 2026 plan, deepening tokenisation and AI while overhauling risk, collateral and post-trade ahead of Europe's T+1 shift.

By Shannon Williams • 8 min read • Sat, 10th Jan 2026
Banks tap 'financial media networks' for ad revenues
Fintech

Banks tap 'financial media networks' for ad revenues

Banks are turning apps and accounts into ad space, with SAS tipping media networks to lift non-interest income by up to 30% within two years.

By Sofiah Nichole Salivio • 5 min read • Fri, 9th Jan 2026
Snowflake and Anthropic sign USD $200m AI agents deal
Data Analytics

Snowflake and Anthropic sign USD $200m AI agents deal

Snowflake and Anthropic deepen their Claude tie-up with a USD $200m deal to power regulated, enterprise-ready AI agents worldwide.

By Sofiah Nichole Salivio • 4 min read • Mon, 5th Jan 2026
TCS unveils BaNCS AI Compass for global financial firms
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
Snowflake, Anthropic expand USD $200m Claude AI deal
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
FWD Singapore reshapes leadership to drive next growth phase
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
AI delivers returns for wealth managers, FNZ study finds
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
Link advisers to gain AI tools as Afterburner boosts efficiency
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

Stories from Other Regions

Wealth management stories

Animoca backs GROW Digital Wealth in Hong Kong pivot
Crypto

Animoca backs GROW Digital Wealth in Hong Kong pivot

Animoca backs GROW's Hong Kong wealth arm in a strategic deal to build a regulated Asia platform spanning crypto and traditional assets.

By Catherine Knowles • 3 min read • Mon, 12th Jan 2026
Singapore investors bullish on markets, wary at home
Supply Chain

Singapore investors bullish on markets, wary at home

Singapore retail investors back the global bull run into 2026 even as confidence at home in jobs, economy and living costs erodes.

By Kaleah Salmon • 4 min read • Fri, 9th Jan 2026
UK savers turning to AI as average investments rise
Fintech

UK savers turning to AI as average investments rise

UK savers using AI for financial advice now invest an average of GBP £2,354.60, with Gen X and Boomers committing the most.

By Mark Tarre • 4 min read • Thu, 8th Jan 2026
Aventur secures Dutch backing for AI money platform
Data Analytics

Aventur secures Dutch backing for AI money platform

Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.

By Sean Mitchell • 4 min read • Thu, 8th Jan 2026
Royal London adopts Seismic to enhance client service
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
Legacy Trust wins STEP Rising Star, boosts HK hub
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
2026 tipped as the year UK retail investors dominate
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
Dan Jovevski joins FinTech Australia board to drive open banking
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