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Wealth management Stories - Page 8

American Stories

Wealth management stories

Citi Wealth launches AI assistant Citi Sky for US clients
Digital Transformation

Citi Wealth launches AI assistant Citi Sky for US clients

US wealth clients will get market insights and reminders from Citi Sky as Citi rolls out the AI assistant alongside advisors this summer.

By Mark Tarre • 3 min read • Fri, 24th Apr 2026
Citi launches AI wealth assistant Citi Sky with Google
Digital Transformation

Citi launches AI wealth assistant Citi Sky with Google

The rollout puts generative AI in front of Citigold clients as banks race to show it can aid investors without sidelining advisers.

By Karen Joy Bacudo • 4 min read • Fri, 24th Apr 2026

Global Stories

Wealth management stories

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 • Mon, 4th May 2026
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 • Fri, 1st May 2026
Backbase named Forrester leader & customer favourite
Software-as-a-Service

Backbase named Forrester leader & customer favourite

Banks seeking to cut fragmentation may see Backbase's Forrester nod as validation that its AI-native platform can unify front-office work.

By Shannon Williams • 4 min read • Wed, 29th Apr 2026
bunq adds stock baskets as crypto trading tops EUR 100m
Crypto

bunq adds stock baskets as crypto trading tops EUR 100m

The neobank is widening its investing offer as retail demand grows, while new fraud checks now cover every payment, stock trade and crypto deal.

By Sofiah Nichole Salivio • 3 min read • Tue, 28th Apr 2026
Temenos report says five trends will reshape banking
Software-as-a-Service

Temenos report says five trends will reshape banking

Banks that fail to modernise core systems may struggle to scale AI, cloud services and new payment rails, Temenos and Bain warn.

By Shannon Williams • 4 min read • Thu, 23rd Apr 2026
Stake adds portfolio chart & stock move explainers
Data Analytics

Stake adds portfolio chart & stock move explainers

Retail investors using Stake can now see fuller portfolio history and stock-move context in-app as markets swing more sharply.

By Karen Joy Bacudo • 4 min read • Thu, 23rd Apr 2026
Backbase launches AI-native banking OS to unify frontline
Software-as-a-Service

Backbase launches AI-native banking OS to unify frontline

Banks could use the new platform to cut frontline bottlenecks, as Backbase says 80% of such work happens in disconnected system gaps.

By Karen Joy Bacudo • 3 min read • Thu, 23rd Apr 2026

Stories from Other Regions

Wealth management stories

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 • Mon, 4th May 2026
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 • Mon, 4th May 2026
KOHO launches crypto trading in Canada for app users
Crypto

KOHO launches crypto trading in Canada for app users

Canadian app users can now trade more than 20 cryptocurrencies from CAD $1 without leaving KOHO's main platform.

By Karen Joy Bacudo • 3 min read • Fri, 1st May 2026
UK financial planners see AI boosting efficiency, not cuts
Digital Transformation

UK financial planners see AI boosting efficiency, not cuts

Most firms expect AI to streamline admin and planning support, while only 3% plan staff reductions this year, a survey shows.

By Karen Joy Bacudo • 4 min read • Wed, 29th Apr 2026
Broadridge AI project in Ireland to simplify disclosures
Fintech

Broadridge AI project in Ireland to simplify disclosures

The study could help more Irish savers move money out of cash and into investments by turning dense fund documents into plain English.

By Karen Joy Bacudo • 4 min read • Tue, 28th Apr 2026
Pepperstone Crypto: Digital assets go mainstream as investors take control of financial future
Crypto

Pepperstone Crypto: Digital assets go mainstream as investors take control of financial future

Clearer rules and institutional flows are making digital assets easier for Australians to trade, particularly younger investors seeking diversification.

By Donovan Jackson • 4 min read • Fri, 24th Apr 2026
Revolut launches Ultra premium plan in New Zealand
Virtual Private Networks

Revolut launches Ultra premium plan in New Zealand

Consumers in New Zealand are being offered a new premium payments package as banks face tougher scrutiny over rewards and overseas spending costs.

By Karen Joy Bacudo • 3 min read • Thu, 23rd Apr 2026
FinTech Australia names Finnies finalists for 10th year
Data Protection

FinTech Australia names Finnies finalists for 10th year

The shortlist comes as the sector weighs new rules on payments, scams and data rights, with 160 finalists vying across 22 categories.

By Karen Joy Bacudo • 3 min read • Thu, 23rd Apr 2026