Wealth Management Archives - Page 2 of 9

News

April 30, 2026

Corient Announces Major Expansion into Canada, Bringing Integrated Wealth‑Management Platform to North‑American Ultra‑Wealthy Clients

A technology‑first entry into a new market Corient’s Canadian launch is anchored by a proprietary digital platform that consolidates investment management, tax‑optimization, trust and estate planning, and concierge services under a single, fiduciary‑only architecture. The system leverages open‑banking APIs to pull real‑time account data, applies AI‑enhanced analytics, and offers a client portal that integrates alternative‑asset…

Businesswire07 mins

Corient Announces Major Expansion into Canada, Bringing Integrated Wealth‑Management Platform to North‑American Ultra‑Wealthy Clients

News

April 30, 2026

EY and Rillet Unveil AI‑Native Finance Platform to Accelerate Enterprise Transformation

EY and Rillet have announced a strategic alliance that bundles EY’s finance‑transformation expertise with Rillet’s AI‑native enterprise resource planning (ERP) platform, promising a new, risk‑aware operating model for large enterprises seeking to modernize their finance functions. What the alliance delivers The partnership creates a single, end‑to‑end solution that embeds accounting logic, automation, and continuous risk…

PR Newswire09 mins

EY and Rillet Unveil AI‑Native Finance Platform to Accelerate Enterprise Transformation

News

April 28, 2026

Masttro Names Dan Gorlick as Chief Product Officer to Accelerate Wealth‑Tech Innovation

Masttro names Dan Gorlick as Chief Product Officer to accelerate wealth‑tech innovation. The wealth intelligence platform, which serves family offices, private banks and RIAs catering to ultra‑high‑net‑worth (UHNW) clients, announced Gorlick’s appointment on Thursday as it pushes deeper into AI‑driven reporting, data aggregation, and embedded finance services. Masttro’s latest leadership move signals a strategic shift…

Businesswire08 mins

Masttro appoints Dan Gorlick as CPO – Wealth‑Tech news

News

April 28, 2026

DBS Bank Teams with Ascenda to Bring Loyalty Rewards Integration to Hong Kong

DBS Bank Teams with Ascenda to Bring Loyalty Rewards Integration to Hong Kong – In a move that could reshape how financial institutions monetize customer data, Singapore‑based DBS has partnered with loyalty‑commerce specialist Ascenda to enable Hong Kong credit‑card holders to convert DBS$ rewards into airline miles and other premium travel perks. What the partnership…

PR Newswire010 mins

News

April 22, 2026

Axi Unveils “Buy Crypto” Feature, Bridging Direct Ownership and Trading for Retail Investors

Axi Unveils “Buy Crypto” Feature, Bridging Direct Ownership and Trading for Retail Investors – the Australian‑based broker announced a new “Buy Crypto” product that lets clients purchase and hold digital assets alongside its existing suite of crypto derivatives, marking a strategic shift toward integrated crypto ownership for retail traders. Axi’s latest rollout, branded “Buy Crypto,”…

PR Newswire09 mins

Axi Unveils “Buy Crypto” Feature, Bridging Direct Ownership and Trading for Retail Investors

News

April 16, 2026

Bloomberg Launches Private Direct Lending Data Platform for Enterprise Credit Analytics

Bloomberg has rolled out a new Private Direct Lending Data platform, a terminal‑based and data‑license solution that aggregates more than 15,000 standardized private‑credit loans—roughly $1 trillion of deal flow—into a single, searchable repository. What Bloomberg Unveiled The announcement, introduces a Bloomberg Terminal function ({DLEN }) and an accompanying Data License feed that deliver loan‑level details from U.S….

PR Newswire08 mins

Bloomberg Private Direct Lending Data Platform Launch

News

April 10, 2026

Valley Bank taps Jonas Ng for Business Banking

Valley Bank appoints Jonas Ng to lead its Business Banking unit, aiming to boost small‑business services with integrated digital and lending solutions. A seasoned leader for a growing segment Ng arrives from KeyBank, where he held senior positions in the Commercial Bank, and previously served as chief operating officer at fintech lender Laurel Road. His…

Businesswire09 mins

Valley Bank taps Jonas Ng for Business Banking

News

April 10, 2026

BlackArch Elevates Leaders in FinTech Advisory

BlackArch Elevates Leaders in FinTech Advisory as the firm announces the promotion of Thomas Napier to Director and William Ball and Logan Brack to Vice President, signaling a strategic push into the fast‑growing middle‑market fintech advisory space. Leadership Moves Signal Deeper Market Commitment BlackArch Partners, a Charlotte‑based middle‑market investment bank, confirmed three senior promotions that go beyond internal…

PR Newswire09 mins

BlackArch Elevates Leaders in FinTech Advisory

News

April 7, 2026

Pagaya Secures AAA‑Rated $600 Million Personal‑Loan ABS, Reinforcing AI‑Driven Credit Model

A landmark securitisation in a volatile market On a day when many lenders are grappling with tightening credit conditions, Pagaya Technologies Ltd. (NASDAQ: PGY) announced the finalisation of a $600 million asset‑backed securities (ABS) transaction that received a AAA rating. Designated PAID 2026‑2, the deal represents the latest tranche in Pagaya’s “Personal Asset‑backed Investment Deal” (PAID) series, a…

Businesswire014 mins

Pagaya lands AAA‑rated $600M personal‑loan ABS

News

April 7, 2026

Bybit Launches “Send Money” to Bridge Crypto and Fiat Remittances in Argentina

The Dubai‑based exchange Bybit announced the rollout of “Send Money,” a payment feature that blends blockchain speed with a fiat‑friendly user experience. Bybit, which ranks as the world’s second‑largest cryptocurrency exchange by trading volume, says the service will let its global user base send money that settles in minutes or a few hours, while recipients…

PR Newswire011 mins