FinTech

2605 articles found

FinTech

Broadridge Reports Third Quarter Fiscal 2026 Results

Broadridge Financial Solutions, Inc. has reported financial results for the third quarter ended March 31, 2026 of its fiscal year 2026. Results compared with the same period last year were as follows:     Summary Financial Results   Third Quarter   Nine Months   Dollars in millions, except per share data   2026 2025 Change 2026 […]
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FinTech

LPL Investing in AI to ‘Prop the Advisor Up’

LPL Financial fielded several questions on its first-quarter earnings call about the impact of artificial intelligence on its business model, following news in early February of a selloff in traditional wealth management stocks, including LPL Financial. Many attributed the selloff to the launch of Altruist’s AI tax planning tool.    Year-to-date through April 30, LPL […]
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FinTech

WealthAi Launches AI-powered Compliance Solution for Wealth Managers

WealthAi, the AI operating system built for wealth management, is launching its Compliance Solution – an agentic AI tool that helps compliance teams monitor, flag and audit client communications in real time, replacing the manual spot-checks and spreadsheets that have become endemic across the wealth management industry.   The problem   Compliance teams at wealth […]
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FinTech

WealthAi launches AI-powered compliance solution for wealth managers

WealthAi is launching its Compliance Solution – an agentic AI tool that helps compliance teams monitor, flag and audit client communications in real time, replacing the manual spot-checks and spreadsheets that have become endemic across the wealth management industry.   Compliance teams at wealth management firms are under mounting pressure. The FCA's own review of […]
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FinTech

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

The Emirati Human Resources Development Council in Dubai has launched the Emirati Talent Empowerment Programme in Wealth Management and Financial Technology, in partnership with Dubai International Financial Centre (DIFC), the Emirates Institute of Finance, and Emirates NBD.    The programme is designed to strengthen the participation of Emirati talent in advanced financial services and support […]
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FinTech

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

Citi is betting big on AI in its wealth unit, including unveiling a new AI-powered advisor. The bank's head of wealth technology said that agents are still limited by their memory, though. AI tools will eventually, he predicts, help sustain more continuous relationships with clients. Citi recently added a high-profile new wealth advisor to its […]
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FinTech

Temenos Named a Leader in Digital Banking Engagement Platforms

Temenos has announced it has been named a Leader in the Forrester Wave™: Digital Banking Engagement Platforms, Q2 2026.   The report, which scored vendors against 30 criteria relating to both their current offering and strategy, stated:   “Temenos offers robust out-of-the-box (OOTB) solutions, including superior channel support with native apps, video and co-browsing functionality, […]
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FinTech

Hiscox bolsters HNW digital trading with new portal

Hiscox has revealed that a full‑cycle digital portal for its high net worth home insurance proposition is now live.    The Hiscox 606 broker portal aims to provide start‑to‑finish self‑service functionality, including quotes, new business, mid‑term adjustments and renewals, according to the insurer.    Hiscox claims it is one of the few insurers offering HNW […]
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FinTech

Wealth.com raises $65m

AI-powered wealth management platform Wealth.com has raised $65 million in an oversubscribed Series B funding round joined by Google Ventures and Citi Ventures.   Titanium Ventures, Pruven Capital, The K Fund, Dynasty Financial Partners, Charles Schwab, 53 Stations, Anthos Capital and Alumni Ventures also participated in the round.   Wealth.com has built a central intelligence […]
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FinTech

Moonfare climbs into AI

Moonfare has announced the launch of a new AI-focused early and growth stage strategy designed to provide diversified exposure to artificial intelligence and transformative innovation.   The strategy will do this through a curated portfolio of leading growth managers, complemented by direct investments into category-leading technology companies.   The strategy is built around a core […]
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FinTech

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

iCapital1 and Envestnet have announced an expanded strategic partnership that further enables access to iCapital's alternative investments capabilities within Envestnet's Unified Managed Account (UMA) platform.   Advisors can now access iCapital's technology platform through Envestnet and utilize UMAs to incorporate alternatives and structured investments alongside traditional public market holdings within a single account structure.    […]
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FinTech

TIFIN Revamps AI Platform for Wealth Managers

While known to date as a startup incubator, artificial intelligence developer, and AI consultancy to the wealth management industry, TIFIN has announced TIFIN.AI, an enterprise platform designed for wealth managers and product providers, featuring an agent library intended to streamline workflows across operations, investments and growth.   The development firm originally announced its generative AI […]
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