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
2696 articles found
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
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.
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.
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