Wealth management Stories - Page 2

Global Stories

Wealth management stories

SEI names Kristie Edling-Day as Chief Information Officer

The hire comes as the firm expands overseas and steps up work on cyber controls, data governance and AI oversight across its platforms.

By Sofiah Nichole Salivio • 4 min read • Last month

Risk & Compliance

AI adoption in advice sector still stuck at pilot stage

Only 7% of advice practices have embedded AI across most workflows, leaving productivity gains trapped in pilot projects rather than business-wide change.

By Karen Joy Bacudo • 6 min read • Last month

Basketball

Southpac targets California sports & entertainment wealth

The Los Angeles move puts the Bay of Plenty firm into a US market where young athletes and entertainers can quickly face complex asset risks.

By Karen Joy Bacudo • 4 min read • Last month

Digital Transformation

Hyperlayer joins Asia Pacific fintech lab as finalist

The Hong Kong firm will gain access to major banks and insurers as it seeks customers wary of costly core-system overhauls.

By Karen Joy Bacudo • 3 min read • Last month

Crypto

CoinPayments founder Alexandrov returns as Chief Executive

The digital-asset payments firm is bolstering its leadership as it seeks to turn more than USD $50 billion in transactions into broader growth.

By Sofiah Nichole Salivio • 3 min read • Last month

Software-as-a-Service

Backbase appoints Roland Booijen as Chief Product Officer

The move puts AI agents at the heart of the bank software group's strategy as it targets faster service and more automated customer operations.

By Karen Joy Bacudo • 3 min read • Last month

Customer Relationship Management

Asia Pacific leads the world in wealth AI adoption

Firms in the region are moving beyond pilots, with 84% expecting AI to redefine roles and operations across their businesses.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

DTCC appoints Samir Pandiri as Chief Client Officer

The move strengthens DTCC's client-facing leadership as markets demand more support on trading, settlement and reporting complexity.

By Sofiah Nichole Salivio • 4 min read • Wed, 30th Sep 2026

Data Analytics

HCLTech study says wealth managers lag on AI readiness

Despite near-universal AI plans, only 7% of wealth firms are building agentic systems, widening the gap between ambition and execution.

By Mara Sugue • 4 min read • Tue, 29th Sep 2026

Fintech

DTCC & iCapital partner on private markets infrastructure

The tie-up could make private investments easier to handle for wealth advisers and asset managers as demand for alternatives grows.

By Karen Joy Bacudo • 4 min read • Tue, 29th Sep 2026

Software-as-a-Service

Bravura names new APAC leaders to boost global wealth

Bravura is tightening links between regions as it seeks to help clients across Asia Pacific and EMEA navigate wealth software changes.

By Karen Joy Bacudo • 4 min read • Mon, 28th Sep 2026

Stories from Other Regions

Wealth management stories

Immigration New Zealand

New Zealand risks losing AIP billions without banking

Without stronger private banking, New Zealand may fail to keep NZD $2.72 billion already committed under its investor visa scheme in the country.

By Karen Joy Bacudo • 5 min read • Last month

ASX

Selfwealth launches managed portfolios to fill advice gap

Rising advice fees and shrinking access are pushing more Australians towards low-cost managed portfolios that can be used without lock-ins.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

GoSense.ai launches AI-native mobile security platform

Banks and fintechs can now spot suspicious activity mid-session as mobile fraud and device compromise grow more costly in real time.

By Karen Joy Bacudo • 3 min read • Last month

Artificial Intelligence

Wealth institute targets AI training as Dalio warns advisers

Advisers could lose market relevance unless they learn to use AI, as the Wealth Management Institute aims for 21,000 training enrolments over three years.

By Karen Joy Bacudo • 4 min read • Last month

Data Protection

Richter launches Guardian for executives' cyber risk

Executives and wealthy families now have a gap-filling option as the firm adds human-led monitoring, phishing defence and incident response to its advisory work.

By Joseph Gabriel Lagonsin • 3 min read • Last month