Wealth management Stories

Kiwi Stories

Wealth management stories

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 • 4 days ago

Global Stories

Wealth management stories

Digital Transformation

Broadridge holds third in IDC FinTech Rankings again

Financial institutions' spending on core systems has kept Broadridge in third place in IDC's FinTech rankings for a fourth straight year.

By Karen Joy Bacudo • 3 min read • Yesterday

Digital Transformation

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 week

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 week

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 week

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 • This 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 • This 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 • This 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 • This 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 • Last month

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 • Last month

Stories from Other Regions

Wealth management stories

Real estate

Alto buys Forge Trust to expand self-directed IRAs

The combined business will oversee more than $20 billion in self-directed IRA assets, as private market investing moves deeper into retirement accounts.

By Mara Sugue • 4 min read • Today

Financial Literacy

Singaporeans overlook interest on spare cash, survey finds

Three in four Singaporeans with spare cash do not think it is earning enough, as most overlook bank interest and track rewards instead.

By Karen Joy Bacudo • 4 min read • Yesterday

Digital Transformation

SMEC AI Pathfinder draws 1,500 Australians to build AI

The programme's record intake signals growing demand for hands-on AI support as more Australians with industry expertise move to build products.

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

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 week

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 • This 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 • This 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 • This month