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Wealth management stories

Santander completes Webster deal in US banking push
Risk & Compliance

Santander completes Webster deal in US banking push

Customers will soon have fee-free access to both banks' ATMs as Santander folds Webster into a nearly 8 million-account US operation.

By Karen Joy Bacudo • 4 min read • 3 days ago
AdvisorFinder launches AI visibility tool for advisers
Data Analytics

AdvisorFinder launches AI visibility tool for advisers

Financial advisers risk being overlooked as clients increasingly use generative AI and search engines to pick firms, the company says.

By Karen Joy Bacudo • 4 min read • Last week
Mowery & Schoenfeld promotes seven to partner roles
Human Capital Management

Mowery & Schoenfeld promotes seven to partner roles

Seven internal promotions broaden Mowery & Schoenfeld's tax and advisory leadership as the Illinois firm marks its 30th anniversary.

By Karen Joy Bacudo • 3 min read • Last week
Aprio launches venture arm for AI & tech investments
Digital Transformation

Aprio launches venture arm for AI & tech investments

The US advisory firm is formalising years of AI investments with a dedicated unit that will test tools inside its accounting and client work.

By Karen Joy Bacudo • 4 min read • Last week
Masttro launches cash projection hub for closed-end funds
Risk & Compliance

Masttro launches cash projection hub for closed-end funds

Family offices with heavy private market holdings could get earlier warning of liquidity squeezes as Masttro automates closed-end fund cash-flow forecasts.

By Karen Joy Bacudo • 4 min read • Last week
DriveWealth & IOL launch digital private banking in Uruguay
Digital Transformation

DriveWealth & IOL launch digital private banking in Uruguay

Affluent Uruguayan investors can now access global markets through a single app, as IOL Privé combines advice, planning and trading.

By Karen Joy Bacudo • 3 min read • Last week

Global Stories

Wealth management stories

Flanks joins Perplexity AI network for wealth data
Data Protection

Flanks joins Perplexity AI network for wealth data

Wealth managers gain AI access to client holdings, transactions and reporting across banks as Perplexity broadens its regulated data network.

By Mark Tarre • 4 min read • Yesterday
Morningstar & PitchBook join Google Cloud AI preview
Software-as-a-Service

Morningstar & PitchBook join Google Cloud AI preview

Financial professionals will soon be able to query Morningstar and PitchBook data inside Google Cloud's Gemini Enterprise for Financial Services.

By Karen Joy Bacudo • 4 min read • Yesterday
Giesecke+Devrient adds colours to ceramic payment cards
Fintech

Giesecke+Devrient adds colours to ceramic payment cards

Banks can now use coloured ceramic cards to woo affluent customers as Giesecke+Devrient widens a premium product long dominated by black.

By Sofiah Nichole Salivio • 4 min read • Last week
XTB upgrades investment plans with ready-made portfolios
Fintech

XTB upgrades investment plans with ready-made portfolios

The update should help retail investors build diversified portfolios without needing daily trading decisions or complex fund selection.

By Sofiah Nichole Salivio • 3 min read • Last week
Northleaf closes USD $450 million asset-based fund
Venture Capital

Northleaf closes USD $450 million asset-based fund

The close gives Northleaf fresh firepower to back specialist receivables and royalty deals as private credit firms hunt for new income sources.

By Karen Joy Bacudo • 4 min read • Last week
Bitget launches US stock coupon notes for tokenised shares
NVIDIA

Bitget launches US stock coupon notes for tokenised shares

Users can earn a USDT coupon while waiting for tokenised US stocks to reach a chosen entry price, but could end up with rTokens instead.

By Karen Joy Bacudo • 4 min read • Last week

Stories from Other Regions

Wealth management stories

UK advisers leave cash reserves earning weak returns
Risk & Compliance

UK advisers leave cash reserves earning weak returns

Many UK advisory firms are leaving their own reserve cash in low-yield accounts, with most earning 2% or less over the past year.

By Karen Joy Bacudo • 5 min read • Last week
Visa unveils three-tier Infinite card range in India
Fintech

Visa unveils three-tier Infinite card range in India

The refreshed suite targets India's fast-growing affluent class with tiered travel, dining and concierge perks, plus higher transaction limits.

By Karen Joy Bacudo • 4 min read • Last week
Nexo launches crypto-backed credit lines in Australia
Fintech

Nexo launches crypto-backed credit lines in Australia

Eligible Australians can now borrow against cryptocurrency without selling it, as the product sits under the country's consumer credit rules.

By Karen Joy Bacudo • 4 min read • Last week
Revolut launches Ultra tier in Singapore for S$899
Virtual Private Networks

Revolut launches Ultra tier in Singapore for S$899

The subscription aims to woo Singapore's affluent customers with travel perks, investment discounts and bundled services worth more than S$10,000 a year.

By Joseph Gabriel Lagonsin • 4 min read • Last week
Revolut launches Ultra subscription in Singapore market
Fintech

Revolut launches Ultra subscription in Singapore market

Singapore customers shut out of premium banking may now buy access, as a S$899 annual membership bundles travel, investment and lifestyle perks.

By Karen Joy Bacudo • 4 min read • Last week