07/07/2026
Iress and PlannerPal deepen AI advice workflow partnership
The tool identifies potential CRM updates from client meetings and documents, allowing advisers to review and approve suggested changes before they are written back to Xplan.
07/07/2026
The tool identifies potential CRM updates from client meetings and documents, allowing advisers to review and approve suggested changes before they are written back to Xplan.
07/07/2026
June 2026 ADV reaches $357 billion; DLR market data now available to Bloomberg Terminal subscribers
07/02/2026
A Deutsche Bank Private Bank study reveals how private banking and wealthy clients adjust investment strategies in the face of geopolitical instability and global structural changes.
06/29/2026
The initiative centres on a voluntary, bank-led digital verification service that would enable customers to securely share verified personal data directly from their banking applications.
06/29/2026
The payments technology provider said financial institutions will require flexible, scalable infrastructure to support emerging payment models while maintaining the speed, security and reliability expected by consumers and businesses.
06/26/2026
No other OECD country invests less in software than Germany.
06/26/2026
AutoRek joins inaugural Sunday Times Scotland Fast 50 as revenues grow 30% year on year
06/26/2026
With revenue impact remaining minimal in many cases, under two-fifths of AI leaders currently visualise the measured impacts of the technology on their firms, in terms of currency.
06/25/2026
Artificial intelligence is reshaping corporate investigations at pace.
06/25/2026
New CoinShares survey of 261 advisers across five markets finds that firm policy, not knowledge or client demand, determines whether crypto exposure is managed, or invisible
06/25/2026
The tool aims to reduce the need for consumers to repeatedly submit physical documents such as passports, driving licences, or utility bills when accessing online services.
06/24/2026
Users can also input additional data, such as previous employers, who the pension was with and the years it was active, to speed up the process.
06/24/2026
The company, which was incorporated in April, is currently building a platform that uses AI to aggregate fragmented financial accounts and provide users with long-term wealth guidance.
06/24/2026
Chainlink has formed a working group alongside several multinational groups, across Europe and South Korea, collectively representing over $10+ trillion in assets under management.
06/24/2026
These capabilities deliver an enhanced experience users have come to expect.
06/23/2026
Artificial intelligence will not transform investment management through standalone tools but through the platforms
06/23/2026
The latest research from PwC may give those champions fresh straws to clutch to – if hiring intention is any indicator of AI’s actual performance.
06/23/2026
This approach maintains compatibility with the broader Ethereum ecosystem while addressing the regulatory expectations of large financial institutions.
06/23/2026
The Zug-based crypto financial services provider has appointed industry veteran Roman Przibylla to lead its European business.
06/23/2026
The CASP licence, once fully approved, will work in conjunction with Ripple's existing EU Electronic Money Institution (EMI) licence, also held in Luxembourg.