Wealth management stories

Pepperstone Crypto says digital assets are moving into the mainstream as regulation, ETFs and younger investors reshape how traders access markets.

Citi Wealth rolls out AI-powered assistant for US clients, with Google DeepMind avatar tech set to support advisors on wealth platforms.

Citi Wealth rolls out AI assistant Citi Sky for US clients, aiming to blend adviser support with Google-powered voice and video features.

Temenos and Bain warn that banks must modernise core systems, governed data and cloud architecture as AI, stablecoins and personalisation gather pace.

Stake rolls out in-app portfolio chart and stock-move summaries as it courts retail investors seeking clearer performance and market context.

Backbase unveils AI-native Banking OS to tackle fragmented bank operations and shared customer records, targeting practical AI gains across frontline work.

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

WealthArc unveils AI Agent to turn messy custodian records into structured portfolio data for wealth managers, backed by human review.

Pello buys ByAllAccounts from Morningstar in a deal that leaves the data aggregation platform embedded in adviser and investor tools.

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

Ascendion wins HFS market leader nod as agentic AI wins gains in legacy modernisation, testing and enterprise delivery.

Public rolls out AI agents for retail investors, letting select members automate trades, cash moves and option strategies inside brokerage accounts.

Huntington National Bank has chosen SEI Wealth Platform to unify its private banking operations, as the lender seeks a more integrated digital wealth service.

Keyrock lands new Series C funding from SC Ventures as it expands trading, liquidity and tokenised finance services for institutions.

Webull UK drops commission on US and Hong Kong shares as it launches a flexible Stocks and Shares ISA for retail investors.

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

Bank of America's wealth units deploy an AI meeting system for advisers, with the lender saying it could save up to four hours per client meeting.

GeoWealth extends its Series C with a USD $42.5m minority stake from Goldman Sachs to fuel growth while its family office keeps control.

SoFi tops JD Power's 2026 US DIY Investor Satisfaction Study, beating rival digital brokerages on app experience, value and product range.

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