Wealth Technology

Most asset managers are using AI, but few let it call the shots

Survey finds AI widely embedded in research and analysis, but barely touching portfolio construction or trade execution

Most asset managers are using AI, but few let it call the shots

Manulife WAM deploys AI tools to cut advisor prep time across Canada and the US

Early data shows the tools closed 390 deals and slashed pre-meeting research time by 80%

Manulife WAM deploys AI tools to cut advisor prep time across Canada and the US

Anthropic promises to disrupt financial services, Conquest CEO adds context

AI agents in finance may look more like steady improvements than total overhaul, explains Brad Joudrie

Anthropic promises to disrupt financial services, Conquest CEO adds context

AI M&A surges as software captures nearly three-quarters of North American deals

S&P Global report shows AI transactions hit record levels, with software dominating investor interest

AI M&A surges as software captures nearly three-quarters of North American deals

Canada finally has a stablecoin it can call its own

Canada's first regulated digital dollar just launched, and some institutions are already on board

Canada finally has a stablecoin it can call its own

AI platforms are giving ultra-wealthy families flawed financial answers, study finds

AI wealth advice under fire as audit finds major errors in estate and insurance guidance

AI platforms are giving ultra-wealthy families flawed financial answers, study finds