https://www.finextra.com/ The Latest Financial IT Wealth management Headlines Copyright 2026 Finextra Research Ltd en-GB contact@finextra.com (Finextra Contact) https://www.finextra.com https://www.finextra.com/finextra-images/site/finextra.png https://www.finextra.com/newsarticle/48430/74-of-top-50-north-american-investors-are-assessing-climate-risks---ceres?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48430/74-of-top-50-north-american-investors-are-assessing-climate-risks---ceres?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 18 Sep 2026 11:17:00 GMT Data from non-profit sustainability-focused organisation Ceres found that the top 50 North American investors are continuing with climate action quietly. https://www.finextra.com/newsarticle/48427/canadian-fintech-vc-portage-closes-us600m-fund?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48427/canadian-fintech-vc-portage-closes-us600m-fund?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 18 Sep 2026 00:01:00 GMT Toronto-based investment firm Portage has raised US$600 million for its latest fintech fund. https://www.finextra.com/newsarticle/48423/wealthtech-platform-envestnet-to-acquire-vestmark?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48423/wealthtech-platform-envestnet-to-acquire-vestmark?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 17 Sep 2026 12:55:00 GMT Wealthtech platform Envestnet is to acquire portfolio management tech firm Vestmark as consolidation continues in the wealth management software space. https://www.finextra.com/newsarticle/48418/monzo-launches-auto-invest-cashback-card?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48418/monzo-launches-auto-invest-cashback-card?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 16 Sep 2026 12:10:00 GMT Monzo has launched a metal credit card that auto-invests cashback as customers spend. https://www.finextra.com/newsarticle/48415/former-revolut-and-n26-alumni-raise-27-million-to-launch-wealth-management-app?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48415/former-revolut-and-n26-alumni-raise-27-million-to-launch-wealth-management-app?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 16 Sep 2026 10:30:00 GMT Quartz, a London fintech startup building a personal banker for wealth management has gone live after raising £2.7 million in seed funding. https://www.finextra.com/newsarticle/48400/anthropic-launches-claude-for-financial-advisors?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48400/anthropic-launches-claude-for-financial-advisors?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 14 Sep 2026 18:20:00 GMT Anthropic has unveiled Claude for Financial Advisors, a suite of connectors and workflow skills designed to help automate research, meeting preparation and documentation tasks. https://www.finextra.com/newsarticle/48389/pave-raises-15m-for-ai-powered-portfolio-management-platform?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48389/pave-raises-15m-for-ai-powered-portfolio-management-platform?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 14 Sep 2026 12:00:00 GMT AI-powered portfolio management platform for financial advisors Pave Finance has raised over $15 million at a $100 million pre-money valuation in an oversubscribed Series A round. https://www.finextra.com/newsarticle/48394/bank-of-ireland-and-stripe-strike-digital-transformation-deal?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48394/bank-of-ireland-and-stripe-strike-digital-transformation-deal?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 14 Sep 2026 11:18:00 GMT Bank of Ireland (BoI) has announced a partnership with Irish payments fintech Stripe that the bank has described as a "key milestone" in its digital transformation programme. https://www.finextra.com/newsarticle/48354/european-wealthtech-funding-drops-amid-investor-caution?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48354/european-wealthtech-funding-drops-amid-investor-caution?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 07 Sep 2026 12:28:00 GMT Caution among investors led to a 46% reduction in wealthtech funding in Q2 this year. https://www.finextra.com/newsarticle/48353/ubs-calls-for-ai-literacy-from-new-recruits?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48353/ubs-calls-for-ai-literacy-from-new-recruits?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 07 Sep 2026 11:47:00 GMT Swiss bank UBS has become one of the first financial institutions to demand AI proficiency from potential employees https://www.finextra.com/newsarticle/48331/ipipeline-completes-origo-acquisition?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48331/ipipeline-completes-origo-acquisition?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 01 Sep 2026 13:07:00 GMT Fintech iPipeline is targeting the UK wealth and retirement markets after securing regulatory clearance to complete the acquisition of Origo. https://www.finextra.com/newsarticle/48314/deutsche-banks-private-bank-selects-thought-machine-for-radical-core-banking-shakeup?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/newsarticle/48314/deutsche-banks-private-bank-selects-thought-machine-for-radical-core-banking-shakeup?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 27 Aug 2026 10:58:00 GMT Deutsche Bank's Private Bank has selected Vault Core from Thought Machine as part of a broader programme to reduce the number of core banking systems from 15 to two modern, cloud-based platforms. https://www.finextra.com/pressarticle/110837/us-bank-introduces-private-waterfall-engine-for-alternative-investments-clients?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110837/us-bank-introduces-private-waterfall-engine-for-alternative-investments-clients?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 08 Sep 2026 18:42:00 GMT U.S. Bank today announced the launch of its Private Waterfall Engine, an automated fund waterfall administration platform designed to support private markets funds. https://www.finextra.com/pressarticle/110840/rimbal-appoints-ai-entrepreneur-simon-black-as-chief-commercial-officer?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110840/rimbal-appoints-ai-entrepreneur-simon-black-as-chief-commercial-officer?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 09 Sep 2026 09:17:00 GMT Rimbal, the UK’s fastest-growing platform for supporting independent financial advice firms, has appointed Simon Black its Chief Commercial Officer. The appointment reflects the strong growth of Rimbal in recent years, and its significant opportunity ahead as it continues to build and operate the intelligent infrastructure that powers independent financial advice firms. https://www.finextra.com/pressarticle/110844/city-index-rebrands-as-stonex-trading?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110844/city-index-rebrands-as-stonex-trading?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 09 Sep 2026 09:32:00 GMT StoneX Group Inc. (NASDAQ: SNEX) today announced that City Index, one of UK’s most established trading brands, is relaunching as StoneX Trading. https://www.finextra.com/pressarticle/110872/savvy-wealth-raises-100-million?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110872/savvy-wealth-raises-100-million?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 10 Sep 2026 11:54:00 GMT Savvy Wealth ("Savvy"), an AI-native registered investment advisor (RIA) for independent financial advisors, today announced the successful close of its $100 million Series C funding round led by Halo Fund, the growth-stage venture firm co-founded by Qualtrics founder and Utah Jazz owner Ryan Smith and longtime Accel general partner Ryan Sweeney. https://www.finextra.com/pressarticle/110874/stephen-nash-joins-clear-street-as-chief-business-officer?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110874/stephen-nash-joins-clear-street-as-chief-business-officer?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 10 Sep 2026 12:24:00 GMT Clear Street ("Clear Street" or "the Company"), a cloud-native financial infrastructure technology firm on a mission to give every sophisticated investor access to every asset in every market, today announced the appointment of Stephen Nash as Chief Business Officer, Global Partnerships. https://www.finextra.com/pressarticle/110889/one-appoints-group-chief-commercial-officer?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110889/one-appoints-group-chief-commercial-officer?utm_medium=rssfinextra&utm_source=finextrafeed Mon, 14 Sep 2026 10:11:00 GMT ONE group solutions (ONE), a specialist provider of governance, compliance and technology-enabled fund solutions, is pleased to announce the appointment of Frederic Van Ingelgom as Group Chief Commercial Officer, effective 15 September 2026. https://www.finextra.com/pressarticle/110912/envestnet-to-acquire-vestmark?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110912/envestnet-to-acquire-vestmark?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 15 Sep 2026 11:42:00 GMT Envestnet, a leading Adaptive WealthTech company serving more than a third of all advisors across all its platforms and $8 trillion in platform assets, today announced a definitive agreement to acquire Vestmark, a premier provider of portfolio management technology, institutional-grade trading, and outsourced investment management services for some of the industry's largest wealth firms. https://www.finextra.com/pressarticle/110924/danske-bank-offers-investment-advice-via-blackrocks-aladdin-platform?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110924/danske-bank-offers-investment-advice-via-blackrocks-aladdin-platform?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 16 Sep 2026 13:56:00 GMT From today, Danske Bank’s Private Banking clients will have access to the new advisory solution, Butterfly. Danske Bank thus becomes the first bank in the Nordic region to offer investment advice powered by Aladdin Wealth, one of the industry’s leading portfolio and risk management platforms, developed by global asset manager BlackRock. https://www.finextra.com/pressarticle/110967/nomo-collaborates-with-allfunds-on-a-fully-digital-sharia-compliant-investments-proposition?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/110967/nomo-collaborates-with-allfunds-on-a-fully-digital-sharia-compliant-investments-proposition?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 22 Sep 2026 09:39:00 GMT Sharia-compliant cross-border digital banking platform Nomo has partnered with investment service provider Allfunds to create a fully digital, Sharia-compliant investments proposition. https://www.finextra.com/pressarticle/111004/fe-fundinfo-deepens-connections-to-client-crm-systems?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/111004/fe-fundinfo-deepens-connections-to-client-crm-systems?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 24 Sep 2026 09:05:00 GMT FE fundinfo today announced the next phase of Nexus for Financial Advisers, the platform that brings investment research, cashflow planning and client meetings into one workflow. https://www.finextra.com/pressarticle/111026/dbs-and-avaloq-target-wealth-management-across-asia?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/111026/dbs-and-avaloq-target-wealth-management-across-asia?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 25 Sep 2026 13:16:00 GMT DBS and Avaloq have signed a memorandum of understanding (MoU) to expand their 18-year partnership and jointly develop the next generation of wealth management capabilities for clients and advisers across Asia. https://www.finextra.com/pressarticle/111027/ag2r-la-mondiale-deploys-linedata-optima?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/pressarticle/111027/ag2r-la-mondiale-deploys-linedata-optima?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 25 Sep 2026 13:18:00 GMT Linedata (Euronext Paris: LIN), a global provider of credit and asset management technology, data, and services, extends its collaboration with AG2R La Mondiale in France and Luxembourg by five years. As partners for over 20 years, the two groups are taking a new step forward with the roll-out of Linedata Optima. https://www.finextra.com/videoarticle/3581/misconception-or-magic-what-to-know-about-the-modern-wealth-management-world?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3581/misconception-or-magic-what-to-know-about-the-modern-wealth-management-world?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 18 Aug 2026 11:00:00 GMT At the Communify Intelligence Experience, Rupert Baron, co-founder, TechnoWealth, returns to Finextra TV to unpack how the definition of wealth keeps moving and what that means for the industry. Baron argues the FCA's softening of the rules is nudging wealth management toward greater nuance rather than greater complexity, questions whether firms have truly embraced AI beyond the LLM, and reframes the great wealth transfer as a two-step process – first to the surviving spouse, statistically a woman, and only later to the next generation. https://www.finextra.com/videoarticle/3584/how-technology-creates-a-better-human-advisory-experience?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3584/how-technology-creates-a-better-human-advisory-experience?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 11 Aug 2026 15:00:00 GMT Joining the FinextraTV virtual studio, Roshan Shetty, BFSI Public Sectors Head, Americas, Tech Mahindra and Bindhu Alvar Thiruvenkadathan, Chief Information Officer, Wealth Management, explained how the wealth management sector is currently adopting AI. Discussing the role of trust and security, they ultimately explain how technology is helping to provide humans with the individual customer details they need, faster. This technological intervention, they say, is built to match the customer needs that have outpaced advisor capabilities. Using this need for personalisation, and the capabilities of AI, they explain, actually ends up creating a deeper, human experience with advisors, by improving trust via speed and customisation. https://www.finextra.com/videoarticle/3579/what-is-the-real-asset-thesis-for-investable-conservation?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3579/what-is-the-real-asset-thesis-for-investable-conservation?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 05 Aug 2026 14:00:00 GMT Joining FinextraTV for an episode of Unplugged, Tripp Wall, Founder and CEO, Pantheon Regeneration and Managing Partner, Trailhead Capital discussed his light bulb moment that prompted a new asset thesis for investable conservation. Providing context into his journey from alternative asset management to ecology, philanthropy and environmental regeneration, Wall explained how his financial background created a strong basis for improving existing nature asset frameworks. Wall went on to discuss the use of AI within nature bio-characteristic assesments, the future of sustainable approaches to data centers and, crucially, what epiphany led Wall to develop what he saw as the real asset thesis for nature conservation with return parity with other classes. https://www.finextra.com/videoarticle/3578/how-has-the-data-discussion-evolved-since-the-proliferation-of-ai?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3578/how-has-the-data-discussion-evolved-since-the-proliferation-of-ai?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 04 Aug 2026 15:00:00 GMT Attending the Communify Intelligence Experience in London, Leon Saunders Calvert, President and Managing Director, Economist Enterprise spoke to FinextraTV to provide insights into how approaches and perceptions towards data have changed. Saunders Calvert said that the importance of data has not changed, but how it can be used and applied has significantly evolved. He mentions many of the opportunities that have arisen since the growth in AI and how this has dramatically transformed the data discussion, and equally the task of sustaining trust and preventing hallucinations. He emphasised the crucial nature of data within decision making and suggested this should remain the basis for how AI is used and applied. https://www.finextra.com/videoarticle/3574/how-to-provide-optionality-and-transparency-for-the-modern-customer?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3574/how-to-provide-optionality-and-transparency-for-the-modern-customer?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 28 Jul 2026 11:00:00 GMT Joining the EBAday FinextraTV studio, Philip Konopik, SVP, Head of Commercial and Money Movement Solutions, Visa Europe, provided insights into the need for speed and flexibility for the modern customer. Konopik explained how building infrastructure is about creating optionality and 'stitching together network to network' in order to provide the best solutions for clients. Konopik described transparency as the most critical point within money movement, categorising it as foundational rather than hygienic. The views and opinions expressed in this interview are those of the interviewee and do not necessarily reflect the views or positions of any entities they represent. https://www.finextra.com/videoarticle/3543/how-the-latin-american-markets-are-digital-pioneers?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3543/how-the-latin-american-markets-are-digital-pioneers?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 07 Jul 2026 15:00:00 GMT At The Temenos Community Forum, Rodrigo Silva, President, Americas, Temenos joined the FinextraTV studio to speak about banking trends within the Latin American market. Silva defined the Latin American market as being a broad one with a number of countries with different approaches, but with a young population across the board. This, he said, has made them pioneering within digital adoption and payments and that he believes their main challenge now is to making those experiences seamless. https://www.finextra.com/videoarticle/3530/treasury-trends-and-the-need-for-trust-as-a-design-principle?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3530/treasury-trends-and-the-need-for-trust-as-a-design-principle?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 23 Jun 2026 11:00:00 GMT Joining the FinextraTV Virtual Studio, Roshan Shetty, BFSI, Public Sectors Head, Americas, Tech Mahindra and Kush Teotia, Global Head, Faster Payments and Payment Platforms, J.P. Morgan discussed what makes a successful treasury function. Looking toward the definition of effective orchestration, Teotia emphasised the need to bridge the gap between existing money movement and the ability to be able to adopt as many payment methods as possible. Shetty went on to explain why organisations should be perceiving trust as a design principle when developing new innovations due to the need for a data clarity internally and the explainability of how that information will be controlled and communicated. The two continued to discuss the role of trust and the right way to handle context https://www.finextra.com/videoarticle/3512/how-to-fix-the-issue-of-data-immobility-in-portfolio-systems?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3512/how-to-fix-the-issue-of-data-immobility-in-portfolio-systems?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 22 May 2026 15:00:00 GMT Taking time out of his attendance at the Communify Intelligence Experience, Jeff Harvey, Executive Director, Operations, Deep Blue Investment Advisors, spoke with FinextraTV about the key wealth management hindrances. Harvey points to legacy tech advancing more slowly than investor needs, with investors requiring a central point of storage for all of their assets in their portfolio - from fixed, invested and deposited. This holistic overview is a real challenge for existing systems, and Harvey blames a common foe: the immobility of data. Many technological systems, he said, advance at a surface level but are frequently building 'band-aids on top', instead of fixing the core issues. He points to custodians as providing good solutions in line with data aggregators, but suggests AI will help with trickier, bottlenecked data. https://www.finextra.com/videoarticle/3511/superannuation-success-the-educational-impact-of-compulsory-saving?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3511/superannuation-success-the-educational-impact-of-compulsory-saving?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 22 May 2026 11:00:00 GMT In this FinextraTV interview from the Communify Intelligence Experience, Geoff Lloyd, Advisory Board Member, Communify discusses the further growth of Australia’s superannuation and what other services can learn from it. Lloyd explains how compulsory saving has allowed Australia to have one of the world’s largest pension systems and how this scale is now creating a shift towards other retirement services. Lloyd also offers advice, discussing the challenges of wealth transfer, and how technology will aid in making financial guidance more accessible. The conversation discusses the strengths of the Australian system and the obstacles that must be addressed to aid future retirees. https://www.finextra.com/videoarticle/3503/how-the-postal-service-helps-inclusive-banking-in-rural-areas?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3503/how-the-postal-service-helps-inclusive-banking-in-rural-areas?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 20 May 2026 11:00:00 GMT Joining FinextraTV at Diebold Nixdorf's Intersect event in Cannes, Luigi Migliaccio, Country Head of Retail and SME Network Operations, Poste Italiane explored the growing demand for partnerships between banks and post offices, particularly in Italy. When serving rural communities, Migliaccio said that as bank branches have become more financially unsustainable in rural communities, post offices have widened their operations in conjunction. These expanded services allow banks to recoup costs from declining branch demand, whilst consumers in need of physical spaces and personal advice can still be provided with access, Migliaccio explained. https://www.finextra.com/videoarticle/3497/how-dated-wealth-systems-are-frustrating-advisors-and-customers-alike?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3497/how-dated-wealth-systems-are-frustrating-advisors-and-customers-alike?utm_medium=rssfinextra&utm_source=finextrafeed Wed, 13 May 2026 11:00:00 GMT Joining FinextraTV at the Communify Intelligence Experience, Richard Garman, Founding Partner, FTV Capital discussed how wealth management systems remain primarily outdated. Describing these systems as ‘clunky’, Garman describes the front end as seeming more modern but the connective tissue that binds it all together is still old and increasingly limiting the overall user experience. Looking at the reasoning and way forward, Garman describes the typical stumbling block of data, stating that no struggling company that has relied just on in-house teams thus far should be afraid of partnering - it’s the only remaining option, he says. To those not understanding the scope, he explains the frustrations for both advisors and customers alike. https://www.finextra.com/videoarticle/3489/the-tech-advantage-of-independent-wealth--family-office-firms?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3489/the-tech-advantage-of-independent-wealth--family-office-firms?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 07 May 2026 11:00:00 GMT In this FinextraTV interview at the Communify Intelligence Experience in Miami, Ali Bastani, Co-Founder and Managing Director at Seven Post Investment Office, discusses how small wealth management firms are embracing technology and AI to compete with bigger financial firms. Bastani explains how digital tools are transforming client services and why boutique firms may be better positioned to adapt quickly. Bastani highlights the importance and quality of the advice provided to clients and how embracing new technology allows firms to be efficient within the growing industry. https://www.finextra.com/videoarticle/3488/how-thought-leadership-insights-can-be-a-flywheel-for-investor-trust?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/videoarticle/3488/how-thought-leadership-insights-can-be-a-flywheel-for-investor-trust?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 23 Apr 2026 13:00:00 GMT In this Finextra TV interview from the Communify Intelligence Experience in Miami, Pam Finelli, Global COO, Investment Research, Deutsche Bank, explored the importance of personalised advice to clients, allowing consistency on the back end. They discuss how research providers should offer an easy experience, allowing investors to focus on the task at hand, whilst being informed on all relevant data points. Finelli explains research helps banks use content as a flywheel to unlock opportunities with clients, utilising thought leadership insights to bolster trust and respect as a driver for growth. https://www.finextra.com/blogposting/32943/effective-ai-supervision-starts-with-your-data---shouldnt-you-own-it?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/blogposting/32943/effective-ai-supervision-starts-with-your-data---shouldnt-you-own-it?utm_medium=rssfinextra&utm_source=finextrafeed Tue, 22 Sep 2026 14:14:27 GMT Author: A finextra community member https://www.finextra.com/blogposting/32816/the-middle-class-opportunity-why-advisors-should-turn-todays-clients-into-tomorrows-wealth?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/blogposting/32816/the-middle-class-opportunity-why-advisors-should-turn-todays-clients-into-tomorrows-wealth?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 11 Sep 2026 12:06:48 GMT Author: A finextra community member https://www.finextra.com/blogposting/32796/the-ai-playbook-for-wealth-management-leaders?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/blogposting/32796/the-ai-playbook-for-wealth-management-leaders?utm_medium=rssfinextra&utm_source=finextrafeed Thu, 10 Sep 2026 09:32:50 GMT Author: A finextra community member https://www.finextra.com/blogposting/32742/its-know-your-customer-not-know-your-criminal?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/blogposting/32742/its-know-your-customer-not-know-your-criminal?utm_medium=rssfinextra&utm_source=finextrafeed Sat, 05 Sep 2026 08:27:43 GMT Author: A finextra community member https://www.finextra.com/blogposting/32731/rethinking-financial-services-architecture-in-the-age-of-ai?utm_medium=rssfinextra&utm_source=finextrafeed https://www.finextra.com/blogposting/32731/rethinking-financial-services-architecture-in-the-age-of-ai?utm_medium=rssfinextra&utm_source=finextrafeed Fri, 04 Sep 2026 11:54:30 GMT Author: A finextra community member https://www.finextra.com/banners/banner.aspx?opt=ad&baid=8170 https://www.finextra.com/banners/banner.aspx?opt=ad&baid=8170 Wed, 05 Aug 2026 00:00:00 GMT Webinar – Embedded Accounting for Mid-Corporate Businesses: Addressing the Complexity