After seeing two of its AI tools boost productivity south of the border, Manulife Wealth and Asset Management says it’s planning to roll out the tools here in Canada. The global investment, financial advice and retirement services segment of Manulife Financial Corp. said its U.S. retirement and retail sales AI tools, implemented since last year,…
logo Applications support Manulife’s strategic priority of becoming an AI-powered organization Builds on rollout of AI tools across the organization, including recent introduction of AI Research Assistant Platform for firm’s public markets investment teams TORONTO and BOSTON, May 20, 2026 /PRNewswire/ — Manulife Wealth & Asset Management (Manulife WAM) today announced details of three AI-powered sales…
At the Hubbis Independent Wealth Management Forum – Singapore 2026, industry leaders examined how AI is reshaping the independent wealth management model, from RM productivity and client engagement to enterprise adoption, operational efficiency, cybersecurity, and revenue growth. The discussion focused not only on the potential of AI as a cost-saving tool, but also on its…
Surat (Gujarat) [India], April 19: In a major boost to the finance and investment ecosystem of South Gujarat, The Southern Gujarat Chamber of Commerce and Industry (SGCCI), in collaboration with Jain International Trade Organization (JITO), Surat, will organize ‘Wealth Expo 2026’ from May 8 to 10, 2026, at the Surat International Exhibition and Convention Centre (SIECC), Sarsana….
[SINGAPORE] OCBC has launched a generative artificial intelligence-powered training programme for its 900 wealth advisers in Singapore, shifting away from a coaching model that relied exclusively on in-person supervision, it announced on Wednesday (Apr 15). The six-month initiative was developed over a year using large language models and proprietary customer data, and deploys GenAI to…
Free Newsletter Get the hottest Fintech Singapore News once a month in your Inbox OCBC has launched a generative AI training programme for 900 wealth advisors in Singapore, as the bank looks to standardise coaching and improve advisory skills at scale. The six-month programme covers investment advisory, client management, product knowledge, and wealth planning. Previously,…
Casder Institute of Wealth (Casder) Focuses on Practical Deployment of Trading Systems and Supporting Tools New York, NY, United States, February 3, 2026 — On January 29, 2026, Casder Institute of Wealth (Casder) reported further progress in the practical deployment of its AI-driven financial education and trading practice framework, as it continues to develop its…
But a new research study by AI company Section surveying 5,000 knowledge workers at large organizations in Canada, the United States and Britain reveals a stark disconnect between what executives …
