Wealth management Stories

American Stories

Wealth management stories

Kraken rebuilds mobile app around users' financial goals

The redesign is aimed at making crypto trading less daunting for users seeking help to buy a house, save for retirement or build a cushion.

By Karen Joy Bacudo • 3 min read • Today

Fintech

Visa says USD $36 trillion inheritance will shape spending

Most of the USD $36 trillion wealth transfer will be saved or invested, with only a modest lift to US consumer demand.

By Karen Joy Bacudo • 4 min read • Last week

Data Protection

Personalization, privacy, and the question of identity

Consumers may feel watched rather than served as brands collect more personal data for targeting, inclusion, and fraud prevention.

By Tom Vincent • 8 min read • Last week

Data Protection

YEO Messaging taps ReconIQ to enter US banking market

Banks could use continuous identity checks to curb rising takeover fraud, as the tie-up opens YEO Messaging to US financial institutions.

By Karen Joy Bacudo • 3 min read • This month

Global Stories

Wealth management stories

Crypto

eToro launches AI app Tori in major investing redesign

Users will get portfolio alerts, trading tools and crypto custody in one redesign as eToro expands AI assistant Tori across devices.

By Karen Joy Bacudo • 4 min read • Today

BlackRock

Standard Chartered launches APAC fund with BlackRock

Investors in seven markets will gain access to a diversified Asia Pacific strategy as the bank expands its wealth platform with BlackRock.

By Karen Joy Bacudo • 3 min read • Last week

Orange

Findex names 41 senior partners across Australia & NZ

Most of the 41 promotions are in regional centres, as the firm seeks to strengthen local leadership amid a wider talent battle.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

SoFi launches Social 50 Income ETF for monthly income

Investors seeking income now have a simpler route to options-based returns as the new fund combines monthly payouts with stock-market growth potential.

By Karen Joy Bacudo • 3 min read • Last week

Fintech

SS&C to add digital cash settlement for tokenised funds

The move could lower settlement risk and speed up tokenised fund trades as asset managers seek regulated digital cash rails.

By Karen Joy Bacudo • 4 min read • Last week

Semiconductors

MFS sees broader diversification as risks reshape markets

Broader portfolios could help investors navigate US equity concentration, private credit stress and persistent inflationary pressures, MFS said.

By Joseph Gabriel Lagonsin • 5 min read • This month

Software-as-a-Service

MDOTM raises USD $27 million to expand AI platform

The funding will help MDOTM hire and expand overseas as demand grows for AI tools that cut manual portfolio work at financial firms.

By Karen Joy Bacudo • 4 min read • This month

Risk & Compliance

Gordian Capital rebrands to IQ-EQ across Asia-Pacific

The move gives fund managers a single route into IQ-EQ's wider services across 25 jurisdictions as it deepens its Asia-Pacific and Middle East reach.

By Karen Joy Bacudo • 3 min read • Last month

Stories from Other Regions

Wealth management stories

Digital Transformation

Singapore investors use AI widely but still seek advisers

Yet only 8% of investors in Singapore said AI drove their last major decision, underscoring demand for human validation.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

HeirWealth launches MCP server for AI wealth queries

Advice firms can now query consolidated client wealth data in plain language, as HeirWealth opens Atlas to MCP-compatible AI assistants.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

TD Asset Management launches global real estate vehicle

Canadian accredited investors gain access to a global real estate strategy as TD Asset Management widens its private markets push with iCapital Canada.

By Karen Joy Bacudo • 4 min read • Last week