August 27, 2026

Wealth Management

Wealth Management

Industry veterans launch AI data firm targeting wealth management’s infrastructure problem

Two former MoneyLion executives, with roots at Merrill Lynch and Barclays Wealth, are betting that fragmented data is costing advisory firms more than they realize. Two executives who spent years building and watching wealth management firms struggle with disconnected technology have launched a startup to address what they see as a structural flaw in the

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Wealth Management

The Guardian view on mental health: the new secretary of state should make it a priority | Editorial

The rise in children and young people with mental health problems makes this week’s announcement of a new network of community clinics in England particularly welcome. A&E departments have recorded an increase in difficult-to-manage symptoms including aggression and hallucinations. New specialist walk-in mental health services should take some of the pressure off. The bringing forward

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Wealth Management

Astraeus Launches AI-Native Infrastructure for Wealth Management Firms

New platform to help advisory firms move beyond fragmented technology stacks and build intelligent, auditable, and scalable enterprises. NEW YORK, Aug. 06, 2026 (GLOBE NEWSWIRE) — Astraeus today announced the launch of its AI-native infrastructure platform for wealth management firms, built to give artificial intelligence the firm-specific context it needs to operate inside a regulated

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Wealth Management

Perigon: Building a Tech Stack Through Partnerships

What sets Perigon apart isn’t a single tool in our stack; it’s an openness to innovate. We stay curious about how our technology serves both our clients and our employees, and we’re constantly asking how it could be better. That mindset leads us to the right partners, keeps us reaching for better ways to grow,

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Wealth Management

Study finds three midlife health factors that could delay dementia for 13 years | Dementia

Scientists claim to have identified three health measures in middle age that can ward off dementia for more than a decade. Having normal blood pressure, no type 2 diabetes, and not smoking between the ages of 45 and 65 were associated with almost 13 additional years, on average, of dementia-free life, a study shows. The

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Wealth Management

Section 530A Trump Accounts Shift Wealth Strategy

As wealth managers begin to evaluate Section 530A Trump Accounts, much of the early discussion has focused on the mechanics: how accounts will be opened, who will custody them, what investments will qualify, how contributions will be administered, and what happens when the account converts at age 18. Those questions matter, but they miss the

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Wealth Management

‘Challenging’ macroeconomics brings the UK down wealth management table

There is a “clear contrast” between the UK’s established wealth management sector and a challenging macroeconomic environment. The first Avaloq Wealth Management Index identifies this as the “primary constraint” on the UK’s overall competitiveness. The index compares wealth management across 15 markets based on more than 60 indicators. Given a one to 100 score, the

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Wealth Management

HLB wins six wealth management awards amid transformation push

KUALA LUMPUR: Hong Leong Bank Bhd (HLB) has won six regional and international wealth management awards as it accelerates its wealth management transformation strategy. In a statement, the bank said HLB Private Bank was named Best Private Bank/Wealth Manager in Malaysia and Singapore at the WealthBriefingAsia Awards, while HLB Priority won Best Bank/Wealth Manager for

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Wealth Management

HDFC Bank modernises wealth management with Infosys Finacle

By Milan Rojan Today API Automation Core Banking HDFC Bank has deployed the Infosys Finacle Wealth Management Solution as part of its digital transformation strategy, replacing legacy systems with an API-driven platform designed to streamline domestic and offshore wealth operations. The implementation has enabled the bank to consolidate multiple systems onto a unified platform, supporting

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Wealth Management

HDFC Bank modernises wealth platform with Infosys Finacle

HDFC Bank, India’s largest private-sector lender, has modernised its wealth management technology by deploying Infosys Finacle’s wealth management platform. It replaced legacy systems with an API-driven architecture as it focuses on digital wealth services to meet rising demand from affluent and high-net-worth customers. The implementation brings the bank’s domestic and offshore wealth operations onto a

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