03/09/2026
Luxury travel catching up with HNW demand for crypto payments
360 Private Travel’s recent move is just the start
FinTech
03/09/2026
The ESG data inconsistency problem wealth firms face
The ESG sector had a bumpy 2025, with changing priorities around the world made it look like interest in the space was going to shrink.
03/06/2026
Avaloq Highlights India’s Rising Role in Global Wealth Management Expansion
Growing remittance flows, a rapidly expanding mass-affluent segment and stronger digital adoption are reshaping demand for wealth services in India
03/06/2026
Addepar unveils Addison AI to power wealth insights
The launch is part of a broader strategy focused on native AI, intelligent agents and new workflows across the investment lifecycle.
03/05/2026
HSBC Hong Kong applies AI and analytics to enhance customer engagement and digital banking
Alex Chen, Head of Data and Analytics at HSBC Hong Kong, said: “If data is the new oil, our team are the master prospectors and refiners, turning raw potential into pure value."
03/04/2026
AI barbarians at software’s gate
The recent market slump in software stocks has been broad and indiscriminate.
03/04/2026
Broadridge Advancing Pass-Through Voting Across the Asset Management Industry and Powering Individual Investor Voice
New capability brings Pass-Through Voting directly to millions of individual investors, expanding investor choice and strengthening shareholder engagement
03/03/2026
Northern Trust Asset Management Enters Digital Assets Market with Launch of Tokenized Money Market Share Class
Tokenized share class underscores commitment to enhancing client outcomes through emerging technologies
02/27/2026
Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.
Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent.
02/25/2026
GenAI Delivering Now, Tokenization Is Next: Financial Services Enters Period of Accelerating Transformation, Landmark Broadridge Study Finds
AI adoption has accelerated dramatically over the past year.
02/25/2026
Bitwise Acquires Staking Infrastructure Pioneer Chorus One, Expanding Bitwise Onchain Solutions' Multichain Capabilities
BOS primarily serves institutional investors, family offices, and financial platforms that value the combination of Bitwise’s fiduciary approach, track record of reliability, and native technical expertise.
02/24/2026
Tech sector leads exodus of 6,000 business owners
The analysis of filings at Companies House show that 5,940 business owners left the UK between January 2024 and January 2026.
02/24/2026
Bankdata selects Amundi Technology’s ALTO for its modular API based Wealth & Distribution Solution
Its platform portfolio covers mobile and online banking, card and payments solutions, and capital markets trading systems, and serves one third of Denmark’s population with its service.
02/24/2026
AI-native wealth management reshapes advice
As AI becomes operating infrastructure rather than optional enhancement, the central constraint is no longer model sophistication.
02/20/2026
Reputation in the age of AI
As if social media hadn’t already made reputation management harder, now AI presents yet more complex threats to UHNWs. Aisha Alli presents the Spear’s Reputation Survey 2026
02/20/2026
How can wealth managers balance AI innovation with cybersecurity?
Nevertheless, AI remains the largest area of investment.
02/20/2026
Reader callout: Do you use AI for retirement planning?
Could it ever replace human advice?
02/19/2026
UBP to build digital asset team
The Geneva-headquartered private banking group could launch crypto investment solutions later this year.
02/19/2026
AI‑Driven Filings, Opt‑In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds
The report finds that 2025 marked a turning point, with surging AI-related litigation
02/17/2026
Pimfa WealthTech and Morningstar launch AI tech sprint
Participants will demonstrate how their tech solution leverages AI to create measurable business impact and improve problem solving.