Wealth management stories - Page 4

MongoDB has expanded AI search tools to on-premises users and launched AMP platform to speed legacy system modernisation with AI-powered automation.

Max Bonpain has joined Openmarkets as Chief Marketing Officer to spearhead growth and international expansion in wealth and finance sectors.

ISG has sold a 75% stake to Shaw and Partners for NZD $67.5 million, marking a major step in its growth and partnership with Switzerland's EFG International.

Colonial First State deploys GPT-4 AI tools to enhance customer service, advisor support, and efficiency for over three million clients in wealth management.

FNZ and Microsoft have formed a five-year global partnership to integrate AI into wealth management, enhancing digital experiences for advisors and clients worldwide.

Block Earner launches Australia's first Bitcoin-backed home loan, letting investors use Bitcoin as security for deposit finance without selling their crypto.

WeMoney wins three awards including FinTech Organisation of the Year at Sydney's 2025 Finnie Awards, with female leaders also honoured for their innovation.

Backbase appoints Adrian McPhee as CTO to spearhead its AI-powered banking platform, accelerating global digital transformation in the financial sector.

MUFG Pension & Market Services has completed onboarding Perpetual Investment Management as its first group-wide client with a cross-divisional administration mandate.

KX and NVIDIA have launched the AI Banker Agent, an AI system designed to enhance real-time decision-making and client service in global trading markets.

Salesforce launches Agentforce for Financial Services, offering AI agents to automate tasks and boost personalised client engagement in banks and insurers.

Bravura Solutions boosts Midwinter team with senior hires and promotions to fuel growth in financial planning technology across Australia and beyond.

Revolut reported record 2024 results with AUD $4.4m net profit in Australia and USD $1.0bn globally, driven by surging customers and revenues.

Boman Group has appointed Eva Zhuang as a Partner, making her the first woman in the role, as the firm prepares to launch new funds in 2024.

MUSE has unveiled a digital investment platform for luxury assets, enabling investors to trade items like rare handbags and fine wines as investment-grade assets.

As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.

NTT DATA's latest report reveals that 58% of banks globally are fully adopting generative AI, marking a crucial shift towards its integration in banking operations.

UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.

Bravura Solutions has appointed Aaron Knowles as Global Head of Product Management and Rob Jessurun as Business Development Director to aid global expansion.

Hejaz Financial Services has launched Halal Money, Australia's first halal financial app, aiming to meet the needs of Muslim investors with over 15,000 downloads.