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Wealth management stories

OceanBase opens Kuala Lumpur support centre for Asia
Hyperscale

OceanBase opens Kuala Lumpur support centre for Asia

The Kuala Lumpur hub will give Southeast Asian customers round-the-clock technical support as OceanBase pushes to win more regulated finance clients.

By Sean Mitchell • 4 min read • This month

Global Stories

Wealth management stories

Ledn sees Bitcoin loans market hitting USD $1 trillion
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 • 2 days ago
Backbase & Atos team up on AI-led banking modernisation
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 • Last week
Iress names new CTO as it lifts AI-led platform overhaul
Digital Transformation

Iress names new CTO as it lifts AI-led platform overhaul

Rising AI spend and a modular rebuild are set to reshape Iress' wealth software as it names a new Group Chief Technology Officer.

By Mark Tarre • 4 min read • Last week
Addepar launches data exchange on Databricks for AI
Data Analytics

Addepar launches data exchange on Databricks for AI

Financial firms could gain cleaner audit trails and more reliable AI outputs as a managed data layer links investment systems and workflows.

By Sean Mitchell • 3 min read • Last week
Iress partners with Thoughtworks on wealth overhaul
Data Analytics

Iress partners with Thoughtworks on wealth overhaul

The programme aims to cut complexity for wealth clients as Iress modernises ageing platforms and adds AI to speed delivery and reduce costs.

By Sean Mitchell • 3 min read • This month
TD Insurance launches first AI chatbot for clients
Unified Communications

TD Insurance launches first AI chatbot for clients

The tool aims to cut routine enquiries and help Canadians compare cover without logging in, as TD expands AI across its businesses.

By Joseph Gabriel Lagonsin • 4 min read • This month
PocketSmith launches Open Banking hub for Australians
Software-as-a-Service

PocketSmith launches Open Banking hub for Australians

Australian consumers unsure about sharing bank data now have a plain-language guide as PocketSmith expands its use of consented open banking feeds.

By Karen Joy Bacudo • 3 min read • This month
Tech Mahindra acquires Avant to boost payments platforms
Digital Transformation

Tech Mahindra acquires Avant to boost payments platforms

The deal gives Tech Mahindra a stronger foothold in North American banking as institutions spend more on payments and wealth system upgrades.

By Catherine Knowles • 4 min read • This month

Stories from Other Regions

Wealth management stories

UK chief executives boost M&A as AI drives dealmaking rise
Digital Transformation

UK chief executives boost M&A as AI drives dealmaking rise

EY-Parthenon says dealmaking is shifting towards AI and technology as 87% of UK chief executives expect their M&A appetite to rise.

By Karen Joy Bacudo • 4 min read • 3 days ago
Questrade goes live with Temenos software for Questbank
Software-as-a-Service

Questrade goes live with Temenos software for Questbank

The rollout gives Questbank the core banking system it needs to begin offering deposits and mortgages to Canadian customers under OSFI rules.

By Mark Tarre • 3 min read • Last week
UK advisers warm to agentic AI in wealth platforms
Digital Transformation

UK advisers warm to agentic AI in wealth platforms

Confidence in agentic AI is rising among UK advisers, but regulation and oversight will decide whether it reaches day-to-day platform use.

By Karen Joy Bacudo • 4 min read • This month
FNZ deepens FirstCape partnership with platform shift
Digital Transformation

FNZ deepens FirstCape partnership with platform shift

The deal gives FirstCape a new platform for its New Zealand wealth businesses, with FNZ taking over build, migration and ongoing operations.

By Sean Mitchell • 3 min read • This month
Lightyear launches ready-made plans for UK investors
Fintech

Lightyear launches ready-made plans for UK investors

A simpler route into the stock market may appeal to UK savers, as most hold cash while fewer than one in six own shares or funds.

By Karen Joy Bacudo • 3 min read • This month
Digital assets drive record growth in Australian SMSFs
Crypto

Digital assets drive record growth in Australian SMSFs

Younger investors and cryptocurrency demand helped push Australia’s SMSF sector to a record 33,224 net new funds last financial year.

By Karen Joy Bacudo • 4 min read • This month
Wealthsimple adds futures & options for active traders
Fintech

Wealthsimple adds futures & options for active traders

Canadian self-directed investors will get more advanced tools as Wealthsimple opens futures and broader options access on one platform.

By Karen Joy Bacudo • 4 min read • This month
WealthAi launches AI compliance tool for wealth managers
Unified Communications

WealthAi launches AI compliance tool for wealth managers

Wealth managers face tighter regulatory scrutiny as the platform promises to replace spreadsheet checks with real-time review of all client messages.

By Karen Joy Bacudo • 4 min read • This month