Financial Firms Ramp Up AI Spending, But ROI Measurement Lags Behind
A 2026 survey of wealth‑management and brokerage firms shows AI spending has surged, but most still struggle to quanti...
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U.S. Wealth Managers Post 12.5% AUM Growth, But AI, Generational Transfer and Market Volatility May Slow Momentum
A fresh pulse from Natixis Investment Managers shows U.S. wealth managers have pushed assets under management (AUM) up b...
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HSBC Survey Shows Wealthy Investors Still Rely on Human Advisers, Not AI, for Final Decisions
When it comes to steering billions, the affluent are still choosing people over pixels.On Wednesday, HSBC Holdings plc r...
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Linvo AG Declares AI Core to 2026 Wealth-Management Strategy, Launches New Advisor Roles
On 18 June 2026, Linvo AG—a Zurich‑based multi‑family office and wealth‑management firm—announced that applied...
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