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Wealth management stories

Plum picks Upvest for UK investment platform rollout
Fintech

Plum picks Upvest for UK investment platform rollout

The move will let Plum simplify its UK investing setup and add funds, stocks and exchange-traded funds through a single platform.

By Karen Joy Bacudo • 3 min read • Last month

Global Stories

Wealth management stories

Portage closes USD $600 million fourth ventures fund
Software-as-a-Service

Portage closes USD $600 million fourth ventures fund

Fresh capital will back fintech startups as banks and insurers speed up digital modernisation, with Portage now overseeing USD $7.0 billion in assets.

By Karen Joy Bacudo • 4 min read • Last week
WealthAi appoints Lynn Räbsamen as Chief Markets Officer
Data Protection

WealthAi appoints Lynn Räbsamen as Chief Markets Officer

The hire signals growing pressure on wealth managers to adopt AI with tighter controls as firms look for clearer governance and oversight.

By Karen Joy Bacudo • 4 min read • Last week
Cook Islands trust boom opens fintech & regtech market
Data Protection

Cook Islands trust boom opens fintech & regtech market

Rising trust registrations are forcing Cook Islands firms to invest in compliance, payments and cybersecurity systems to serve overseas clients.

By Karen Joy Bacudo • 4 min read • Last week
Zocks links client data platform to Claude for advisers
Customer Relationship Management

Zocks links client data platform to Claude for advisers

Advisers can now draft reviews and tax summaries with client context drawn from Zocks' conversation data, while keeping access read-only.

By Karen Joy Bacudo • 4 min read • Last week
Anthropic introduces Claude for financial advisers
Fintech

Anthropic introduces Claude for financial advisers

Advisers could save hours on prep and compliance as the new Claude plugin links into portfolio, CRM and planning systems, Anthropic said.

By Karen Joy Bacudo • 5 min read • Last week
Datasite partners Rogo on AI deal room integration
Software-as-a-Service

Datasite partners Rogo on AI deal room integration

Deal teams can query live transaction documents without exporting them, as the tie-up keeps sensitive M&A work inside Datasite's permissioned rooms.

By Joseph Gabriel Lagonsin • 4 min read • This month
Mastercard & Backbase launch AI banking collaboration
Software-as-a-Service

Mastercard & Backbase launch AI banking collaboration

Banks on Backbase's platform will gain access to Mastercard's AI tools as lenders race to turn experiments into production systems.

By Karen Joy Bacudo • 4 min read • This month
Better, Coinbase launch crypto-backed conforming mortgage
Crypto

Better, Coinbase launch crypto-backed conforming mortgage

Borrowers can now pledge digital assets instead of selling them, as the pair widen a home loan offer beyond a limited trial.

By Karen Joy Bacudo • 4 min read • Last month
Practifi launches Sentir AI CRM for wealth managers
Software-as-a-Service

Practifi launches Sentir AI CRM for wealth managers

Wealth advisers will get daily briefings and AI-led workflow support as Practifi splits its platform into two products, Sentir and Naya.

By Karen Joy Bacudo • 4 min read • Last month
Flanks joins Perplexity AI network for wealth data
Data Protection

Flanks joins Perplexity AI network for wealth data

Wealth managers gain AI access to client holdings, transactions and reporting across banks as Perplexity broadens its regulated data network.

By Mark Tarre • 4 min read • Last month

Stories from Other Regions

Wealth management stories

Openmarkets & Ondo eye tokenised finance in Australia
Fintech

Openmarkets & Ondo eye tokenised finance in Australia

Eligible Australian investors could soon gain access to tokenised products as Openmarkets and Ondo test new offerings within local regulations.

By Karen Joy Bacudo • 4 min read • Last week
Bank of Ireland expands Stripe deal on AI & payments
Software-as-a-Service

Bank of Ireland expands Stripe deal on AI & payments

The bank aims to speed up customer payments and back-office tasks as it deepens use of Stripe's systems across its group.

By Karen Joy Bacudo • 3 min read • This month
Focal AI launches agentic platform for Canadian advisers
Customer Relationship Management

Focal AI launches agentic platform for Canadian advisers

Advisers could reclaim hours each week as the new software auto-fills forms, drafts emails and updates records after client meetings.

By Karen Joy Bacudo • 4 min read • This month
Tokenisation is an infrastructure decision
Fintech

Tokenisation is an infrastructure decision

Australia's wealth managers now face pressure to rebuild custody and distribution systems as tokenised assets move under the same law as other holdings.

By Dan Sleep • 5 min read • This month
April adds tax planning insights for wealth advisers
Fintech

April adds tax planning insights for wealth advisers

Wealth advisers can now use client-authorised IRS records to spot planning opportunities around stock, conversions and estimated payments more easily.

By Karen Joy Bacudo • 4 min read • This month
Blue Machines AI launches Project Icebreaker for BFSI
Data Protection

Blue Machines AI launches Project Icebreaker for BFSI

Five Indian financial firms will get free support to shift AI pilots into live customer-service systems under a new Blue Machines AI programme.

By Joseph Gabriel Lagonsin • 4 min read • This month