Managers of Wealth

How AI is transforming wealth management for financial advisors

Artificial intelligence (AI) is advancing quickly in financial services, but the real shift isn’t about tools that take notes or summarize documents.

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance

FusionIQ Continues Building End-to-End Digital Wealth Management Platform With Latest Fintech Partnership

Newest Partner, The Greens, Will Enhance FusionIQ Platform; Initial Pilot Will Be Launched With Prominent Credit Union

Striking the AI balance in wealth management

In a world of increasing hype around artificial intelligence, experience from other industries shows that honing professional skills is the key to success

True Global Ventures' portfolio company GCEX Group Acquires Global Block to Accelerate Growth Amongst Wealth & Asset Managers

Both firms have built a strong reputation around service, security and transparency, and expect to achieve significant synergies across client onboarding, technology integration, and scaling globally.

Digital Asset Adoption Accelerates Alongside Distributed Ledger Technology Implementation, Broadridge DLT in the Real World Study Finds

The DLT in the Real World 2025 report provides a detailed look at where adoption is taking place

Merck Selects Broadridge to Transform Treasury Operations with Real-Time Account Visibility

The comprehensive solution enables Merck to transform treasury operations with real-time, on-demand access to balance and transaction information of more than 400 accounts globally.

Temenos Launches AI-Powered Money Movement & Management Platform at Sibos

The solution is designed for banks, electronic money institutions (EMIs) and other payment service providers (PSPs) involved in cross border and domestic money movement services.

LUKB launches Lombard loan on cryptocurrencies Bitcoin and Ethereum

This new service allows customers to obtain liquidity without having to sell their cryptocurrencies.

Deutsche Bank conducts first euro transaction via blockchain

As one of the largest clearing banks in the industry, Deutsche Bank invested in Partior in 2024 and finalised the platform agreement in May 2025 to deliver real-time, secure and scalable settlement.

Broadridge Successfully Delivers ISO 20022 Cash Messaging Capabilities for its Post-Trade Clients

This positions clients well ahead of the November 2025 Swift Standard Release.

Asset management software startup ZILO secures £20m round

The group develops global transfer agency software

Broadridge Partners with Kids Help Phone, Empowering Youth Mental Health Across Canada

This partnership with KHP will help expand access to mental health support so that more young people across Canada can reach trusted support in the moments that they need it most.

Hack costs Lausanne crypto exchange dearly

The company promises that customers won't have to pay out.

Finary gets serious: Paris FinTech lands €25 million for AI-powered wealth tools and expand across Europe

With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.

Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Platform Offers Turnkey Operational Support for Investment Managers Seeking Diversified, Innovative Strategies

M2 Repositions as Digital Asset Wealth Management Platform for High-Net-Worth, Family Offices, and Institutional Investors

This strategic evolution comes amid rising global demand for institutional-grade access to the digital asset economy.

FinTech