Wealth Management

Stay updated with insights on wealth management at PaymentsJournal. Explore trends, news, and expert analysis on wealth management strategies, financial planning, and investment solutions.

Cybersecurity

Uncovering the Cybersecurity Threats Wealth Management Clients Face

by Wesley Grant

September 30, 2025

Fraud has surged as cybercriminals have developed new technologies and tactics. Wealth management clients have become prime targets—in large part...

Wealth Management

Robinhood Aims to Bring Wealth Management Solutions to Everyday Investors

by Wesley Grant

March 27, 2025

Fintech Robinhood is introducing wealth management, private banking, and artificial intelligence (AI) solutions designed to bring luxury features to retail...

Wealth Management

New AI-Powered Apps Are Built to Disrupt the Wealth Management Status Quo

by Wesley Grant

January 29, 2025

Fintechs worldwide are launching apps that leverage artificial intelligence to provide wealth management services to high-net-worth individuals. Singapore has a...

Credit Cards

American Express Sees Year-End Spending Surge, Driven by Younger Adults

by Wesley Grant

January 27, 2025

Q4 spending by American Express’ more affluent customer base rose by 8% year-over-year, driven particularly by strong shopping activity among...

Wealth Management

The Wealth Management Industry Is at a Critical Intersection With AI, Gen Z

by Wesley Grant

January 24, 2025

The number of high-net worth individuals, who have over $1 million in investible assets, has steadily increased in recent years....

Wealth Management

AI-Powered Financial Advisors Impact Wealth Management Industry

by Wesley Grant

August 2, 2024

Like many other industries, the wealth management sector has integrated artificial intelligence where applicable, including in chatbots and financial modeling....