Managers of Wealth Americas

Wells Fargo's AI boss tells employees how not to get replaced by evolving tech

Saul Van Beurden explains how Wells Fargo employees can stay competitive as AI reshapes jobs and transforms how companies hire. Here’s what he said.

Brevan Howard's technology hiring spree came to BlueCrest

Brevan Howard declined to comment and Souter didn't respond to a request to comment on his arrival.

RBC buys mortgage platform provider Pinch Financial

The new team will work closely with business and functional units to turn high‑potential AI use cases into market‑ready tools that deliver value for clients.

Aidentified Launches Interactive Wealth Network Intelligence Playbook for Financial Advisors and Wealth Managers

Updated free resource gives advisors a modern prospecting framework powered by data, relationship intelligence, and AI to accelerate organic growth

SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI

Collaboration Supports Enterprise Efficiency, Scalability, and Sustainable Growth

Broadridge Advancing Pass-Through Voting Across the Asset Management Industry and Powering Individual Investor Voice

New capability brings Pass-Through Voting directly to millions of individual investors, expanding investor choice and strengthening shareholder engagement

Hancock Whitney Selects Wealth Access as Connected Intelligence Platform for Enterprise Wealth Management

The platform resolves client data across trust, investments, deposits, and held-away assets into one unified view

Fido Alliance sets sights on Latin America

It aims to uncover new opportunities to provide simpler and safer authentication with FIDO technologies in the Americas. Initially, the Forum will be focused in Latin America, given its potential.

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent.

GenAI Delivering Now, Tokenization Is Next: Financial Services Enters Period of Accelerating Transformation, Landmark Broadridge Study Finds

AI adoption has accelerated dramatically over the past year.

How Global Capital Is Rethinking the U.S. Market in an Era of Technology and Regulation

Foreign investment in the United States has always followed opportunity, but the path to opportunity is changing

AdvisorEngine® Client Portal Blends Intuitive Technology and Leading Design to Drive Investment Advisor-Client Engagement

Also delivers modern mobile app experience advisors need to meet rising client expectations and strengthen competitive position

BCG and OpenAI Expand Partnership With OpenAI Frontier Alliance

Our multi-year partnership with Boston Consulting Group will help bring AI coworkers to enterprises," said Brad Lightcap

Why Hybrid Banking Is the Winning Model for Mexico

It is deeply integrated into North American supply chains, increasingly central to global manufacturing and home to one of the youngest and most digitally connected populations among major economies.

AI‑Driven Filings, Opt‑In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds

The report finds that 2025 marked a turning point, with surging AI-related litigation

K1x Named a Finalist in the Thirteenth Family Wealth Report Awards 2026

K1x, a leading tax automation software provider for the North American family office and family wealth industry, has been selected as a finalist in the following category at the Thirteenth Family Wealth Report Awards 2026: Innovative Use of AI The annual

FinTech