Mitsubishi UFJ to Launch AI Concierge for Wealth Management
The new service will first be offered at a digital bank scheduled to open in fiscal 2026, and will later be expanded to the group's smartphone apps.
FinTech
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Broadridge’s Distributed Ledger Repo Platform Processes $385 Billion in Average Daily Trade Volumes in October
October 2025 ADV up 492% Year Over Year, A Testament to Tokenized Real Asset Settlement Growth
Wealth management and the tokenised future
With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.
Wealth management and the tokenised future
Blockchain will facilitate the greatest ever transfer of wealth, as traditional assets are tokenised and moved onto the blockchain.
Apex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth Management
Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients
Temenos Earns 2025 Great Place To Work Certification Across 15 Locations
Temenos now certified in the US, India, Ecuador, Hong Kong and Taiwan in addition to 10 locations announced earlier this year.
Trust and Technology in Balance
AI is moving from hype to habit in wealth management, reshaping how firms serve clients, manage portfolios and build trust.
Iress and Challenger partner to deliver retirement income solution for advisers
This first-of-its-kind technology solution will allow financial advisers to better serve their clients as they approach retirement.
SIX is harmonizing its trading platforms with Aquis Technologies as its technology partner.
The exchanges run on the 'Aquis Equinox' matching engine – a technology platform already used by several exchanges and trading venues worldwide, including Aquis.
Citi and Coinbase Join Forces to Boost Digital Asset Payment Capabilities for Global Clients
Citi and Coinbase are collaborating to develop digital asset payment capabilities for institutional clients
Robo vs. human advisors: Who builds you more wealth over time— and what hidden fees should you know about?
Some services are fully automated, while others offer limited human interaction.
James Hambro picks Moneyinfo to build new digital client portal
James Hambro & Partners has teamed up with Moneyinfo to build a better digital experience for its wealth clients.