Managers of Wealth

How wealth management firms, advisors can make the most of AI

AI vendor's COO shares tips for selecting best AI use cases, vendors and more

From Swissquote to Reyl: Finance Veterans Back AI Startup

The platform is built on a proprietary reasoning model and specialised agents.

NEC XON and Avaloq Target Legacy Banking Systems With Unified Wealth Platform for Africa

The collaboration focuses on helping financial institutions modernise complex legacy environments, improve operational efficiency and respond to rising client expectations for digital engagement.

Broadridge Announces Integrated Infrastructure for Tokenized Securities

Building on its market-leading Distributed Ledger Repo platform, Broadridge delivers the infrastructure that institutional firms need to scale digital and traditional assets on a single platform

InCred strengthens global wealth strategy with S Cube deal

It also follows the company’s recent acquisition of Arrow Capital DIFC, reinforcing its strategy to build investment connectivity across the Singapore–GCC–India corridor.

Assetmax founder to exit Infront to launch new business

Exclusive: Infront plans to partner with the new venture of Massimo Ferrari, who is leaving in July.

Iress teams up with Thoughtworks on wealth tech

Thoughtworks will contribute work in technology advisory, engineering, cloud and AI as Iress moves to reshape wealth platform.

AI platforms are giving ultra-wealthy families flawed financial answers, study finds

AI wealth advice under fire as audit finds major errors in estate and insurance guidance

The Banker names BBVA Best Technology Bank in Western Europe and Recognises Its Partnership with OpenAI

BBVA is undergoing a new transformation aimed at leading financial services in the AI era.

Goldman Sachs, J.P. Morgan, TD Securities, Morgan Stanley, and Bank of America Join LTX in Bid to Unlock Greater Liquidity in Corporate Bonds

Broadridge-backed LTX to add Representatives from J.P. Morgan and TD Securities to its Board of Directors

Standard Chartered sets up AI lab to test banking use cases

The $11.7m tie-up with A*STAR targets wealth support and fraud control.

UK’s Reliance Bank Selects Temenos SaaS to Power Digital Transformation

The Salvation Army’s specialist ethical bank will adopt core banking, digital and payments on Temenos SaaS to increase efficiency and drive deposit growth

Bayer AG Successfully Migrates to Broadridge Swift Service Bureau, Strengthening Global Payment Infrastructure

The transition modernizes Bayer’s global payment infrastructure and enhances secure, standardized financial messaging across its international operations.

From innovation to scalable advantage: Objectway’s OWIN26 Customer Conference

The financial industry’s challenge now, he said, is not to generate more ideas, but to graft innovation onto foundations strong enough to sustain and scale it.

Canton of Lucerne Joins the Swiss Blockchain Federation

Canton Lucerne, a stable hub of Switzerland’s blockchain industry with a strong focus on consulting and advisory services, has become a new member of the Swiss Blockchain Federation (SBF).

Temenos Expands its SaaS Offering on AWS

Banks globally can now deploy core banking, digital banking and payments as Temenos SaaS on AWS, delivering efficiency, flexibility and choice

Why secure communication is wealth management’s overlooked growth opportunity

It was initially built to address the need among investment banks, hedge funds and asset managers for a cross-firm chat platform with data security and encryption at its core, as well as open APIs.

Broadridge Reports Third Quarter Fiscal 2026 Results

Recurring revenues grew 7%; up 6% constant currency

LPL Investing in AI to ‘Prop the Advisor Up’

LPL executives addressed the impact of artificial intelligence and its continued integration of Commonwealth, with asset retention now in the mid-80% range.

WealthAi Launches AI-powered Compliance Solution for Wealth Managers

Compliance teams at wealth management firms are under mounting pressure.

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