Managers of Wealth

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.

WealthAi launches AI-powered compliance solution for wealth managers

Compliance teams at wealth management firms are under mounting pressure.

EHRDC and DIFC launch programme to qualify Emirati talent in wealth management and financial technology

DIFC plays a central role in programme design, ecosystem enablement and industry placement across private banking, wealth management and FinTech

Citi is hoping AI agents will supercharge wealth advisors — but there's still a memory issue standing in the way

Citi recently added a high-profile new wealth advisor to its team — and she's AI-generated.

Temenos Named a Leader in Digital Banking Engagement Platforms

Temenos recognized for its strong out-of-the-box solutions and multi-channel support, supporting banks in every region.

Hiscox bolsters HNW digital trading with new portal

Hiscox claims it is one of the few insurers offering HNW cover on a full‑cycle digital basis for both Acturis and non‑Acturis brokers.

Wealth.com raises $65m

Wealth.com has built a central intelligence layer for wealth management, unifying estate and tax planning within a single platform designed for financial advisors and their clients.

Moonfare climbs into AI

The strategy will do this through a curated portfolio of leading growth managers, complemented by direct investments into category-leading technology companies.

iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework

FinTech