Wealth management stories

AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.

Dan Jovevski, founder of WeMoney, joins FinTech Australia's board to advance open banking and boost financial wellbeing across Australia's fintech sector.

eccuity launches a digital wealth platform in New Zealand to offer affordable, personalised financial planning for business owners and individuals.

Link Financial Group partners with Afterburner AI to equip advisers with automation tools, cutting admin time drastically to boost client service delivery.

Zopa teams with Upvest to launch investment accounts with a GBP £1 minimum, aiming to make investing accessible to millions of UK savers.

UK wealth managers risk losing GBP £90 billion as millions move assets abroad amid rising demands for digital services and generational wealth shifts.

In 2026, traditional banks will face fierce competition from neobanks, rising fraud risks, and new ISO 20022 rules, forcing urgent modernisation or loss of customers.

Trusted fintechs are crucial to bridging traditional and decentralised finance, enabling faster, transparent access to digital assets for all investors.

India’s fintech sector readies for a decade of innovation, with AI, embedded finance, wealth inclusion, and cyber resilience driving growth through 2026.

Compare Club is expanding its acquisition of life insurance brokerages as advisers shift focus from legacy policies to financial planning and wealth management.

Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.

Openmarkets plans to raise USD $50 million to expand its DeFi capabilities and presence across Asia and the US, targeting crypto trading and asset tokenisation.

Colonial First State and University of Sydney launch AI PhD internships to boost wealth management with practical research and innovation.

Australian financial firms lead globally in AI and cybersecurity adoption, prioritising resilience and data excellence amid digital transformation.

TradingFront has launched AI tools to help financial advisers enhance portfolio management, client engagement, and business growth in wealth management.

Russia, the US and Brazil top the Executive Crypto Threat Index as the riskiest countries for wealthy cryptocurrency holders in 2025, while Japan and Singapore are safest.

Jio Payments Bank will introduce contactless Multi-Lane Free Flow tolling on the Gurugram-Jaipur route, enhancing convenience with digital payment tech.

Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.

Australian banks must use AI and personalised service to rebuild trust and enhance customer experience across all age groups and regions.

Azul has launched the TAP program to boost innovation and collaboration within the Java ecosystem, offering partners technical support and access to broader markets.