Managers of Wealth Americas

Barclays US Consumer Bank reports meaningful gains from call centre GenAI

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation.

Human Advice Still Reigns as Investors Rely More on Online Tools

Despite increased usage of digital investment tools, investors remain hesitant to fully outsource to online-only advice

Morgan Stanley’s Wealth Head Addresses AI-Driven Pressures

Finn stressed that his firm’s business model is based on the “advisor-client relationship.”

US banks wrestle with regulation amid rising AI spend

Despite the challenges, financial services firms in the U.S. lead their global counterparts in AI maturity, according to a Finastra report.

Bank of America and Goldman Sachs Turn to AI to Boost Growth

Both lenders have outlined plans to use the technology to boost efficiency and profits

Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities

Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide

Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents

Goldman is still in the early ‍stages of developing agents based on Anthropic's Claude model

Nubank: This Brand New American Bank Already Has 127 Million Customers

Financial performance has kept pace with this user growth.

Barclays harnesses GenAI to deliver world-class customer service

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations.

Goodfin Launches AI Agent Platform for Private Market Investing

The Y Combinator-backed startup uses 30+ AI agent specialists to handle research, compliance and transactions for accredited investors seeking pre-IPO deals.

Advisors Signal Desire for More Technology and Product Education to Drive Growth in New Study from Broadridge and FSI

The study shows a clear increase in investor interest across non-traditional investment categories

Wells Fargo Wealth & Investment Management Launches Internal Proxy Voting System

Expands partnership with Broadridge to support administration of its new, proprietary voting service

Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence

Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies

Merrill Edge Customers Say Platform Is Safe, Easy To Use

Merrill Edge is one of IBD's 10 Best Online Brokers for 2026.

AllianceBernstein uses AI to break down investment barriers

The divide between discretionary and systematic investing is narrowing, and the future belongs to those who combine both approaches, claims US house AllianceBernstein

Casca appoints William Mills Agency to boost AI lending visibility

The company argues that many SMEs face limited access to affordable capital not because of weak credit profiles, but due to outdated systems at traditional lenders or higher-cost options from alternative providers.

SMBC winds down digital US bank Jenius

Sumitomo Mitsui is to wind down its digital-only US banking subsidiary Jenius Bank.

Revolut applies for Peru banking licence

Peru is the fifth Latin American market targeted by the firm, following announcements in Brazil, Colombia, Argentina and Mexico, where in October it was granted a banking license.

Bank of America revamps Alphabet stock after Google enters two key partnerships

"After careful evaluation, Apple determined Google's AI technology provides ‌the most capable foundation for Apple Foundation Models," Google said.

Casca Named Banking and Financial Services Winner in the 2026 BIG Innovation Awards

CEO and co-founder, Lukas Haffer, was recognized in the Banking and Financial Services category for Innovative Individuals

FinTech