Wealth management Stories

Australian Stories

Wealth management stories

HeirWealth launches MCP server for AI wealth queries

Advice firms can now query consolidated client wealth data in plain language, as HeirWealth opens Atlas to MCP-compatible AI assistants.

By Karen Joy Bacudo • 4 min read • Last week

Crypto

Swyftx wins Australian licence to expand payment services

Closer oversight now gives the crypto broker a route to offer payments, deposits and derivatives services to Australian customers.

By Karen Joy Bacudo • 3 min read • Last week

Global Stories

Wealth management stories

Software-as-a-Service

Building beneath the app layer: What Upvest shows about the next phase of European fintech

European banks are racing to modernise investment services, and the real battle is shifting to the infrastructure layer that keeps them compliant.

By Tim Graczewski • 4 min read • 2 days ago

Digital Transformation

Standard Chartered taps BlackRock for wealth platform

Advisers in Singapore and Hong Kong will gain portfolio risk and scenario tools as Standard Chartered upgrades myWealth Advisor with BlackRock software.

By Karen Joy Bacudo • 4 min read • 2 days ago

Data Protection

Southpac Group sees rise in US tech founders seeking offshore asset protection

Rising AI and cyber litigation risk is pushing more US tech founders towards offshore trusts, with new clients up more than 290 percent.

By Sean Mitchell • 4 min read • 2 days ago

Crypto

eToro launches AI app Tori in major investing redesign

Users will get portfolio alerts, trading tools and crypto custody in one redesign as eToro expands AI assistant Tori across devices.

By Karen Joy Bacudo • 4 min read • 3 days ago

BlackRock

Standard Chartered launches APAC fund with BlackRock

Investors in seven markets will gain access to a diversified Asia Pacific strategy as the bank expands its wealth platform with BlackRock.

By Karen Joy Bacudo • 3 min read • Last week

Orange

Findex names 41 senior partners across Australia & NZ

Most of the 41 promotions are in regional centres, as the firm seeks to strengthen local leadership amid a wider talent battle.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

SoFi launches Social 50 Income ETF for monthly income

Investors seeking income now have a simpler route to options-based returns as the new fund combines monthly payouts with stock-market growth potential.

By Karen Joy Bacudo • 3 min read • Last week

Fintech

SS&C to add digital cash settlement for tokenised funds

The move could lower settlement risk and speed up tokenised fund trades as asset managers seek regulated digital cash rails.

By Karen Joy Bacudo • 4 min read • Last week

Semiconductors

MFS sees broader diversification as risks reshape markets

Broader portfolios could help investors navigate US equity concentration, private credit stress and persistent inflationary pressures, MFS said.

By Joseph Gabriel Lagonsin • 5 min read • This month

Stories from Other Regions

Wealth management stories

Data Analytics

Moneyhub powers Paragon's new Open Banking Cash ISA

The app's first Cash ISA lets savers move money automatically from current accounts, as Spring passes GBP £1 billion in deposits.

By Karen Joy Bacudo • 4 min read • Yesterday

Crypto

Kraken rebuilds mobile app around users' financial goals

The redesign is aimed at making crypto trading less daunting for users seeking help to buy a house, save for retirement or build a cushion.

By Karen Joy Bacudo • 3 min read • 3 days ago

Digital Transformation

Singapore investors use AI widely but still seek advisers

Yet only 8% of investors in Singapore said AI drove their last major decision, underscoring demand for human validation.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

Visa says USD $36 trillion inheritance will shape spending

Most of the USD $36 trillion wealth transfer will be saved or invested, with only a modest lift to US consumer demand.

By Karen Joy Bacudo • 4 min read • Last week

Fintech

TD Asset Management launches global real estate vehicle

Canadian accredited investors gain access to a global real estate strategy as TD Asset Management widens its private markets push with iCapital Canada.

By Karen Joy Bacudo • 4 min read • Last week