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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 • Last month
Standard Chartered launches APAC fund with BlackRock
Risk & Compliance

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 month
Findex names 41 senior partners across Australia & NZ
Human Capital Management

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 month
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 month
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 month
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 • Last month
MDOTM raises USD $27 million to expand AI platform
Software-as-a-Service

MDOTM raises USD $27 million to expand AI platform

The funding will help MDOTM hire and expand overseas as demand grows for AI tools that cut manual portfolio work at financial firms.

By Karen Joy Bacudo • 4 min read • Last 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 month
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 month
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 month
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 month
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 month
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 month
YEO Messaging taps ReconIQ to enter US banking market
Data Protection

YEO Messaging taps ReconIQ to enter US banking market

Banks could use continuous identity checks to curb rising takeover fraud, as the tie-up opens YEO Messaging to US financial institutions.

By Karen Joy Bacudo • 3 min read • Last month
Tide launches business investment account for SMEs
Fintech

Tide launches business investment account for SMEs

UK small businesses can now seek higher returns on spare cash as Tide adds investment accounts to its banking app.

By Karen Joy Bacudo • 4 min read • Last month
Australian superannuation, at the crossroads, must embrace AI
Digital Transformation

Australian superannuation, at the crossroads, must embrace AI

With $310 billion sitting in dormant accounts, funds face rising churn and must use AI to keep members and assets in place.

By Josh Shipman • 4 min read • Last month
Webull Thailand to buy Pi Securities in USD $100m deal
Fintech

Webull Thailand to buy Pi Securities in USD $100m deal

The purchase would deepen Webull's Thai foothold and add Pi Securities' long-standing client base, pending approvals.

By Karen Joy Bacudo • 3 min read • Last month