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Wealth management stories

MFS sees broader diversification as risks reshape markets
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 • Last month
MDOTM raises USD $27 million to expand AI platform
Software-as-a-Service

MDOTM raises USD $27 million to expand AI platform

The funding will help MDOTM hire and expand overseas as demand grows for AI tools that cut manual portfolio work at financial firms.

By Karen Joy Bacudo • 4 min read • Last month
Gordian Capital rebrands to IQ-EQ across Asia-Pacific
Risk & Compliance

Gordian Capital rebrands to IQ-EQ across Asia-Pacific

The move gives fund managers a single route into IQ-EQ's wider services across 25 jurisdictions as it deepens its Asia-Pacific and Middle East reach.

By Karen Joy Bacudo • 3 min read • Tue, 30th Jun 2026
Backbase buys Kasisto to bolster banking AI platform
Software-as-a-Service

Backbase buys Kasisto to bolster banking AI platform

Banks could gain a single AI system for customer requests, as Backbase folds Kasisto's tools into its software and boosts its US reach.

By Karen Joy Bacudo • 3 min read • Thu, 25th Jun 2026
Seccl launches Irish unit in first Europe expansion
Fintech

Seccl launches Irish unit in first Europe expansion

Customer demand is driving the move, as the Octopus-owned platform sets up an EU base to serve firms seeking cross-border investment growth.

By Mark Tarre • 4 min read • Wed, 24th Jun 2026
CMC Invest launches AI tool for portfolio insights
Crypto

CMC Invest launches AI tool for portfolio insights

Retail investors will get ranked, source-cited insights on holdings across shares, ETFs and crypto as CMC Invest rolls out CMC Intelligence.

By Karen Joy Bacudo • 4 min read • Tue, 23rd Jun 2026

Stories from Other Regions

Wealth management stories

Personalization, privacy, and the question of identity
Data Protection

Personalization, privacy, and the question of identity

Consumers may feel watched rather than served as brands collect more personal data for targeting, inclusion, and fraud prevention.

By Tom Vincent • 8 min read • Last month
WealthAi & Flanks join forces on wealth data platform
Software-as-a-Service

WealthAi & Flanks join forces on wealth data platform

Wealth managers could cut manual reconciliation as the tie-up gives access to data from more than 650 financial institutions in one system.

By Karen Joy Bacudo • 4 min read • Last month
YEO Messaging taps ReconIQ to enter US banking market
Data Protection

YEO Messaging taps ReconIQ to enter US banking market

Banks could use continuous identity checks to curb rising takeover fraud, as the tie-up opens YEO Messaging to US financial institutions.

By Karen Joy Bacudo • 3 min read • Last month
Tide launches business investment account for SMEs
Fintech

Tide launches business investment account for SMEs

UK small businesses can now seek higher returns on spare cash as Tide adds investment accounts to its banking app.

By Karen Joy Bacudo • 4 min read • Last month
Australian superannuation, at the crossroads, must embrace AI
Digital Transformation

Australian superannuation, at the crossroads, must embrace AI

With $310 billion sitting in dormant accounts, funds face rising churn and must use AI to keep members and assets in place.

By Josh Shipman • 4 min read • Last month
Webull Thailand to buy Pi Securities in USD $100m deal
Fintech

Webull Thailand to buy Pi Securities in USD $100m deal

The purchase would deepen Webull's Thai foothold and add Pi Securities' long-standing client base, pending approvals.

By Karen Joy Bacudo • 3 min read • Last month
SoFi launches AI investing platform Composer by SoFi
Fintech

SoFi launches AI investing platform Composer by SoFi

Retail investors can now build and test rules-based strategies in plain English, as SoFi folds the platform into its app after buying Composer Securities.

By Karen Joy Bacudo • 3 min read • Thu, 25th Jun 2026
Count launches UK Stocks & Shares ISAs with Alpaca
Platform-as-a-Service

Count launches UK Stocks & Shares ISAs with Alpaca

Eligible UK savers can now access tax-advantaged investing on Count's platform, as it tackles the advice gap for lower-balance customers.

By Karen Joy Bacudo • 5 min read • Wed, 24th Jun 2026
Meta invests USD $1 billion in CRED as Shah steps back
Data Protection

Meta invests USD $1 billion in CRED as Shah steps back

The Indian fintech group is poised to use fresh capital and a new interim chief executive officer as it prepares for a possible public listing.

By Karen Joy Bacudo • 4 min read • Wed, 24th Jun 2026
Australian investors keen on tech, but funding lags
Fintech

Australian investors keen on tech, but funding lags

Investor demand for Australian startups is outpacing funding channels, with only 27% willing to commit more than AUD $100,000 to one deal.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 23rd Jun 2026
Lloyds survey: UK financial firms boost AI spending
Data Analytics

Lloyds survey: UK financial firms boost AI spending

AI and emerging tech are becoming a growth priority for UK lenders and insurers, with 91% expecting higher spending over the next year.

By Karen Joy Bacudo • 3 min read • Fri, 19th Jun 2026
WealthAi launches client file for wealth managers platform
Software-as-a-Service

WealthAi launches client file for wealth managers platform

Advisers could cut post-meeting admin from hours to minutes as a new AI workspace updates records across meetings, documents and portfolio feeds.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 19th Jun 2026