Managers of Wealth

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

TIFIN Revamps AI Platform for Wealth Managers

TIFIN.AI introduces agentic workflows for wealth managers, meant to strreamline operations, investment and client engagement with multi-agent support.

Temenos Community Unites in Copenhagen to Lead Banking Forward

More than a thousand global banking and technology leaders will gather at TCF ‘26 to explore innovation, modernization and the future of banking.

Bybit Private Wealth Management Reports Strong Fund Performance Amid Market Consolidation

Persistent inflation and continued hawkish signals from the U.S. Federal Reserve have delayed expectations for interest rate cuts, placing short-term pressure on risk assets.

Standard Chartered brings crypto into private banking

Global wealth head says custody will anchor digital asset push, stays bullish on AI-led markets

Is the AI boom bursting wealth management’s bubble?

As AI becomes increasingly prevalent in everyday life, Spear's investigates how the technology fares in the world of wealth management

Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers

During this step of the pilot, Crypto Finance acted as Currency Operator, defining governance standards, onboarding criteria, and transaction rules, while Incore Bank and AMINA integrated the new capabilities directly into their regulated banking environm

FinTech