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Deloitte’s annual FSI Predictions report maps eight structural shifts across wealth management, banking, insurance and payments
Competition in the wealth management industry has intensified significantly, driven by new digital challengers and specialized providers, eroding customer loyalty, and increasing d...
Mastercard and Wealnest have announced a strategic collaboration that will incorporate Mastercard Open Finance capabilities into the Wealnest digital wealth management platform. So...
The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.
In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and Gridline partners with Hamilton Lane on benchmarking.
True Wealth has surpassed CHF 3 billion in assets under management. The milestone indicates an accelerating shift towards digital investment solutions and automation within the Swi...
Australian fintech wealth advice company PictureWealth have announced that Capstone Financial Planning is joining the PictureWealth Group.
Global revenues hit record high in 2025 with sector growing at four times the rate of traditional financial institutions
Temenos has entered into a definitive agreement to acquire Zurich-based fintech company additiv to strengthen its wealth management technology suite. The acquisition integrates add...
Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice
During a panel at this week’s BNY INSITE Conference, CEOs of wealth firms discussed how AI can be used to scale client coverage and mentor novice advisors.
In other advisor tech news, BetaNXT partners with CAIS, GReminders launches forms extraction tool, RISR lands $16 billion wealth firm.
LemFi, a Nigerian-founded financial services fintech for immigrant communities, has received the green light from UK regulators to buy investment platform Wealth8.
The $9 trillion platform provider also enhanced Addison AI and introduced new private markets functionality, while YourStake acquired First Affirmative and Envestnet upgraded Money...
The world of finance is automating, but if you're rich enough, it's reportedly more human than ever.
Hightower CEO Larry Restieri outlines the firm’s next phase of growth, centered on consolidating around the Hightower Signature Wealth brand and expanding its integrated RIA model.
A deep dive into the intentional complexity of traditional finance, the hidden fees draining your wealth, and why Wealtii is completely…Continue reading on Medium »
Wealth management in 2026 is being reshaped at the core, not the margins. The stories emerging this...
Flex, an AI-native private banking platform for high-net-worth business owners, has raised $70 million in funding as it bids to go global.
Former Plaid executive Rron Rexha's startup has over $1 billion in client assets and plans to expand its advisor network while developing AI tools to handle administrative tasks.
Bloomberg: As wealth managers confront an AI reckoning, the tech is, for now, easing their workloads by picking up routine tasks, freeing up more time to advise clients — Wealth...
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