The annual WealthTech power list just landed, and it reveals an industry where AI is no longer optional, robo-advisors are going hybrid, and tokenised assets finally have an answer to their biggest headache. The wealth management industry is having a moment. Between a freshly minted WealthTech100 list, Robinhood quietly building an advisory empire, and a tokenised asset platform raising $50 million to solve liquidity once and for all, this week delivered a masterclass in how

6 April 2026. From Anthropic's plug-ins to Altruist's meteoric Hazel rollout, WealthTech is sprinting into the age of agentic AI. Here's what happened this week and why it matters for your money. The wealth management industry has spent decades perfecting the art of the reassuring handshake and the leather-bound portfolio review. But as of this week, the transformation from mahogany desks to machine learning dashboards isn't just accelerating, it's fundamentally reshaping who

By Rebecca Marina (Counsel) and Roxana Șerban (Associate), Filip & Company Robo-advisers are transforming wealth management by offering automated investment recommendations and portfolio management. In Romania, however, the regulatory framework determines not what technology can do, but what institutions can legally offer these services. Although robo-advisers are permitted, they do not enjoy a separate regulatory regime. Instead, they are treated as a delivery method for reg

By Tracy Lai - Partner Lystar Group Why scale, regulation, and institutional complexity will define the industry’s future For much of the past decade, WealthTech innovation was defined by what investors could see. Sleeker dashboards, mobile-first interfaces, and simplified portfolio views promised broader access to professional-grade financial tools. Design and distribution were the differentiators; user experience was the battleground. That phase is now giving way to a more