Wealth management stories

Study finds AI now shapes investment research for 78.3% of users, with strongest enthusiasm in the Middle East and Latin America.

Addepar sets up Singapore base for product engineering and commercial teams as it deepens support for clients across Asia-Pacific wealth markets.

Bitget opens retail pre-IPO access with SpaceX-linked tokenised offering, as the exchange pushes deeper into private-market trading and tokenisation.

Aware Super wins adviser-ready accreditation as client numbers via independent financial planners nearly double and digital support is upgraded.

FinTech Australia has named Xero policy chief Grace Gown to its board as the industry body steps up its push for fintech-friendly regulation.

FNZ launches premium Select service for wealth clients, giving top-tier firms priority product input, AI tools and faster platform support.

Openmarkets hires David Jenkins as Chief Product and Technology Officer to drive crypto trading, tokenised assets and overseas expansion.

Victor Chang Cardiac Research Institute says Oracle-powered HeartSight has cut diagnosis times 80 per cent as AI is explored for personalised transplant care.

Revolut posts record 2025 results as Australian users shift from travel spending to everyday banking, driving surging local profits.

Colonial First State shifts finance and HR to Oracle cloud to streamline operations and boost data-driven decisions on AUD $181 billion assets.

Super fund Hostplus has inked a five-year IT managed services deal with Interactive, adding an Australian-based service desk and cloud support.

Robinhood Ventures Fund I adds Stripe and ElevenLabs stakes to give retail investors listed access to late-stage private tech firms.

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

Bybit launches AI Trading Skill, letting users place crypto trades and manage accounts via natural-language prompts across top AI tools.

Australia's fintech sector could add AUD $37 billion to GDP and hit AUD $71 billion in revenue by 2035, if capital and policy align.

Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.

Plaid and Perplexity debut Portfolio, an AI tool that links brokerage accounts for personalised, conversational investment insights.

Entrepreneurs increasingly see AI as a tool for efficiency and cost-cutting, not a springboard to new markets or sustainability goals.

Backbase appoints Didier Van der Coelden as CFO to steer growth and AI-led banking platform expansion across its global operations.

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.