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Visa says USD $36 trillion inheritance will shape spending
Fintech

Visa says USD $36 trillion inheritance will shape spending

Most of the USD $36 trillion wealth transfer will be saved or invested, with only a modest lift to US consumer demand.

By Karen Joy Bacudo • 4 min read • Last week
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 week

Global Stories

Wealth management stories

Longbridge launches AI investing platform in Singapore
Fintech

Longbridge launches AI investing platform in Singapore

Investors in Singapore can now use conversational prompts to analyse markets, draft trades and review portfolios before confirming any order.

By Joseph Gabriel Lagonsin • 4 min read • Yesterday
Building beneath the app layer: What Upvest shows about the next phase of European fintech
Software-as-a-Service

Building beneath the app layer: What Upvest shows about the next phase of European fintech

European banks are racing to modernise investment services, and the real battle is shifting to the infrastructure layer that keeps them compliant.

By Tim Graczewski • 4 min read • 3 days ago
Standard Chartered taps BlackRock for wealth platform
Digital Transformation

Standard Chartered taps BlackRock for wealth platform

Advisers in Singapore and Hong Kong will gain portfolio risk and scenario tools as Standard Chartered upgrades myWealth Advisor with BlackRock software.

By Karen Joy Bacudo • 4 min read • 3 days ago
Southpac Group sees rise in US tech founders seeking offshore asset protection
Data Protection

Southpac Group sees rise in US tech founders seeking offshore asset protection

Rising AI and cyber litigation risk is pushing more US tech founders towards offshore trusts, with new clients up more than 290 percent.

By Sean Mitchell • 4 min read • 3 days ago
eToro launches AI app Tori in major investing redesign
Crypto

eToro launches AI app Tori in major investing redesign

Users will get portfolio alerts, trading tools and crypto custody in one redesign as eToro expands AI assistant Tori across devices.

By Karen Joy Bacudo • 4 min read • 4 days ago
Standard Chartered launches APAC fund with BlackRock
BlackRock

Standard Chartered launches APAC fund with BlackRock

Investors in seven markets will gain access to a diversified Asia Pacific strategy as the bank expands its wealth platform with BlackRock.

By Karen Joy Bacudo • 3 min read • Last week
Findex names 41 senior partners across Australia & NZ
Orange

Findex names 41 senior partners across Australia & NZ

Most of the 41 promotions are in regional centres, as the firm seeks to strengthen local leadership amid a wider talent battle.

By Karen Joy Bacudo • 4 min read • Last week
SoFi launches Social 50 Income ETF for monthly income
Fintech

SoFi launches Social 50 Income ETF for monthly income

Investors seeking income now have a simpler route to options-based returns as the new fund combines monthly payouts with stock-market growth potential.

By Karen Joy Bacudo • 3 min read • Last week
SS&C to add digital cash settlement for tokenised funds
Fintech

SS&C to add digital cash settlement for tokenised funds

The move could lower settlement risk and speed up tokenised fund trades as asset managers seek regulated digital cash rails.

By Karen Joy Bacudo • 4 min read • Last week
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 • This month

Stories from Other Regions

Wealth management stories

Singapore investors use AI widely but still seek advisers
Digital Transformation

Singapore investors use AI widely but still seek advisers

Yet only 8% of investors in Singapore said AI drove their last major decision, underscoring demand for human validation.

By Karen Joy Bacudo • 4 min read • Last week
HeirWealth launches MCP server for AI wealth queries
Fintech

HeirWealth launches MCP server for AI wealth queries

Advice firms can now query consolidated client wealth data in plain language, as HeirWealth opens Atlas to MCP-compatible AI assistants.

By Karen Joy Bacudo • 4 min read • Last week
TD Asset Management launches global real estate vehicle
Fintech

TD Asset Management launches global real estate vehicle

Canadian accredited investors gain access to a global real estate strategy as TD Asset Management widens its private markets push with iCapital Canada.

By Karen Joy Bacudo • 4 min read • Last week
Swyftx wins Australian licence to expand payment services
Crypto

Swyftx wins Australian licence to expand payment services

Closer oversight now gives the crypto broker a route to offer payments, deposits and derivatives services to Australian customers.

By Karen Joy Bacudo • 3 min read • Last week
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 week