Wealth management Stories - CFOtech Canada

Canadian Stories

Wealth management stories

Wealthsimple adds futures & options for active traders

Wealthsimple broadens its trading tools with futures, fuller options access and a web interface, targeting Canadian active investors.

By Karen Joy Bacudo • 4 min read • 6 days ago

Crypto

KOHO launches crypto trading in Canada for app users

KOHO adds crypto trading for Canadians, letting users buy Bitcoin, Ethereum and other coins in-app with CAD $1 minimums and fees from 0.5%.

By Karen Joy Bacudo • 3 min read • Last week

Global Stories

Wealth management stories

Data Analytics

Iress partners with Thoughtworks on wealth overhaul

Iress taps Thoughtworks to modernise its Wealth platform in stages, weaving in more AI and data tools without a risky full replatform.

By Sean Mitchell • 3 min read • 3 days ago

Unified Communications

TD Insurance launches first AI chatbot for clients

TD Insurance rolls out client-facing AI chatbot for home and auto queries, aiming to speed answers and widen digital service access.

By Joseph Gabriel Lagonsin • 4 min read • 6 days ago

Software-as-a-Service

PocketSmith launches Open Banking hub for Australians

PocketSmith opens Australian guide to open banking as Co-founder & Chief Executive Officer Jason Leong seeks to ease privacy concerns over data sharing.

By Karen Joy Bacudo • 3 min read • 6 days ago

Digital Transformation

Tech Mahindra acquires Avant to boost payments platforms

Tech Mahindra buys Avant to expand payments and wealth technology, targeting North American banks modernising systems and tightening compliance.

By Catherine Knowles • 4 min read • Last week

Software-as-a-Service

Backbase named Forrester leader & customer favourite

Backbase wins Forrester Leader status and customer favourite as its AI-native Banking OS gains traction with more than 120 banks worldwide.

By Shannon Williams • 4 min read • Last week

Crypto

bunq adds stock baskets as crypto trading tops EUR 100m

bunq rolls out themed stock baskets and broader fraud checks as its crypto arm passes GBP £100 million in year one.

By Sofiah Nichole Salivio • 3 min read • Last week

Stories from Other Regions

Wealth management stories

Digital Transformation

UK advisers warm to agentic AI in wealth platforms

UK advisers increasingly back agentic AI in wealth platforms, as GBST says adoption will hinge on regulation, oversight and auditable controls.

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

Digital Transformation

FNZ deepens FirstCape partnership with platform shift

FNZ and FirstCape expand New Zealand tie-up as the wealth group becomes an early user of FNZ Select for platform migration.

By Sean Mitchell • 3 min read • 2 days ago

Fintech

Deloitte Taiwan & Zodia Custody strike digital pact

Deloitte Taiwan and Zodia Custody team up on digital asset services for financial institutions, as Taiwan readies stricter rules.

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

Fintech

Lightyear launches ready-made plans for UK investors

Lightyear has launched ready-made investment plans in the UK, offering three risk-based options backed by BlackRock and Vanguard for newcomers.

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

Crypto

Digital assets drive record growth in Australian SMSFs

Digital assets spur a surge in Australian SMSF set-ups, with younger investors driving record fund creation and holdings reaching AUD $3.2 billion.

By Karen Joy Bacudo • 4 min read • 5 days ago

Unified Communications

WealthAi launches AI compliance tool for wealth managers

Wealth managers get real-time AI compliance checks as WealthAi targets spreadsheet-based monitoring and boosts surveillance for regulators and clients.

By Karen Joy Bacudo • 4 min read • 6 days ago