Wealth management stories - Page 2
FinTech Australia opens entries for 2026 Finnie Awards
Mon, 19th Jan 2026
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crypto
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fintech
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blockchain
FinTech Australia opens entries for the 2026 Finnie Awards, marking the programme's tenth year with revamped categories and a new Sydney venue.
DTCC sets 2026 agenda on tokenisation, AI & T+1 shift
Sat, 10th Jan 2026
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data analytics
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digital transformation
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public cloud
DTCC maps an ambitious 2026 plan, deepening tokenisation and AI while overhauling risk, collateral and post-trade ahead of Europe's T+1 shift.
Banks tap 'financial media networks' for ad revenues
Fri, 9th Jan 2026
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fintech
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martech
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personalisation
Banks are turning apps and accounts into ad space, with SAS tipping media networks to lift non-interest income by up to 30% within two years.
Snowflake and Anthropic sign USD $200m AI agents deal
Mon, 5th Jan 2026
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data analytics
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digital transformation
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martech
Snowflake and Anthropic deepen their Claude tie-up with a USD $200m deal to power regulated, enterprise-ready AI agents worldwide.
TCS unveils BaNCS AI Compass for global financial firms
Sat, 20th Dec 2025
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digital transformation
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fintech
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cx
TCS launches BaNCS AI Compass, adding explainable AI agents to help global banks automate operations while tightening governance controls.
Snowflake, Anthropic expand USD $200m Claude AI deal
Fri, 12th Dec 2025
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saas
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data protection
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data analytics
Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.
FWD Singapore reshapes leadership to drive next growth phase
Thu, 11th Dec 2025
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data analytics
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martech
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commerce systems
FWD Singapore overhauls leadership, uniting finance, tech and distribution to sharpen adviser focus ahead of its 2026 tenth anniversary.
AI delivers returns for wealth managers, FNZ study finds
Mon, 8th Dec 2025
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digital transformation
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fintech
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risk & compliance
AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.
Dan Jovevski joins FinTech Australia board to drive open banking
Fri, 5th Dec 2025
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fintech
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open data
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nab
Dan Jovevski, founder of WeMoney, joins FinTech Australia's board to advance open banking and boost financial wellbeing across Australia's fintech sector.
Link advisers to gain AI tools as Afterburner boosts efficiency
Mon, 24th Nov 2025
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cx
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martech
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ai
Link Financial Group partners with Afterburner AI to equip advisers with automation tools, cutting admin time drastically to boost client service delivery.
Trusted fintechs key to bridging traditional and decentralised finance
Thu, 20th Nov 2025
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crypto
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fintech
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blockchain
Trusted fintechs are crucial to bridging traditional and decentralised finance, enabling faster, transparent access to digital assets for all investors.
Compare Club ramps up life broker acquisitions amid sector shift
Tue, 11th Nov 2025
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partner programmes
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risk & compliance
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business strategy
Compare Club is expanding its acquisition of life insurance brokerages as advisers shift focus from legacy policies to financial planning and wealth management.
Backbase wins award for AI-driven wealth management platform
Tue, 4th Nov 2025
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crm
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digital transformation
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fintech
Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.
CFS & University of Sydney launch AI PhD internships in wealth
Thu, 23rd Oct 2025
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hcm
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ai
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investment
Colonial First State and University of Sydney launch AI PhD internships to boost wealth management with practical research and innovation.
Australian finance sector leads world in AI & cybersecurity push
Thu, 23rd Oct 2025
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digital transformation
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risk & compliance
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genai
Australian financial firms lead globally in AI and cybersecurity adoption, prioritising resilience and data excellence amid digital transformation.
TradingFront unveils AI tools to boost adviser precision & growth
Fri, 17th Oct 2025
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fintech
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ai
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etfs
TradingFront has launched AI tools to help financial advisers enhance portfolio management, client engagement, and business growth in wealth management.
Russia, US & Brazil pose highest risks for wealthy crypto holders
Fri, 17th Oct 2025
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crypto
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defi
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bitcoin
Russia, the US and Brazil top the Executive Crypto Threat Index as the riskiest countries for wealthy cryptocurrency holders in 2025, while Japan and Singapore are safest.
Salesforce & Anthropic deepen AI partnership for finance & health
Wed, 15th Oct 2025
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martech
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rpa
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cdp
Salesforce and Anthropic have deepened their AI partnership to deliver secure, industry-specific tools for finance, healthcare, and other regulated sectors.
Why it's vital to bring all of your customers on your CX transformation journey
Mon, 13th Oct 2025
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data analytics
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digital transformation
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cx
Australian banks must use AI and personalised service to rebuild trust and enhance customer experience across all age groups and regions.
Azul launches TAP program to boost innovation in Java ecosystem
Wed, 24th Sep 2025
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virtualisation
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devops
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supply chain
Azul has launched the TAP program to boost innovation and collaboration within the Java ecosystem, offering partners technical support and access to broader markets.