Managers of Wealth Americas

SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle

New Portal Offers Valuation Tools, Succession Planning, Education, and Networking in Advisor-Controlled Experience

SEI Reports Third-Quarter 2026 Financial Results

On an adjusted basis, EPS and operating income grew 24% and 25%, respectively, with the adjusted operating margin increasing to 31%.

US fintech Coast secures $35m for physical economy payments platform

Coast is a payments platform designed for sectors such as construction, HVAC, lanscaping, transportation, oil and gas and more,

FINNY AI Partners with Visionary Square on Prospecting

Visionary Square will cover FINNY subscription costs for its network of 250-plus advisors, giving them access to AI-powered tools meant to find clients and fuel growth.

Broadridge Ranks #3 in IDC FinTech Rankings Top 100 for the Fourth Straight Year, Helping Financial Institutions Turn Innovation into Impact

Twelve consecutive years on the list reflect Broadridge’s enduring role in powering financial services modernization

Financial services faces highest AI exposure of any sector, BCG finds

Independent research supports that gap.

TerraPay and RemitBee partner on cross-border payouts from Canada

The collaboration covers outbound corridors to the US, Asia, the Middle East, and Africa, and applies to personal remittances and business payments.

Visa pilots AI agent payments between buyer and supplier platforms

Payment portals typically rely on human authentication requirements that limit how approved payments can be automated.

Kapital Agrees to Acquire AI Startup Woz for $30M to Enhance Capabilities of AI-Native Banking Platform

Acquisition brings Woz's AI team and technology to Kapital, combining advanced AI development with Kapital's proprietary financial data and banking infrastructure

AI could bring shorter workweeks, higher incomes, says JPMorgan CEO Jamie Dimon

The proliferation of open-source models and systems developed in China and other countries makes it difficult for governments to contain the technology.

AI credit jitters drive US tech default insurance to record highs

Five-year credit default swap spreads at cloud computing giant Oracle were quoted at 288 basis points on Thursday by S&P Global Market Intelligence.

Citi’s new patents for an AI wealth “Avatar” might make its advisors nervous

Citi unveiled this concept under the name Citi Sky earlier this year.

Can Bank of America turn the next technology cycle into better payments outcomes?

The bank is continuing to invest in its CashPro treasury platform and real-time payment infrastructure, while its approach to AI remains deliberately progressive.

Wealthtech Vendors Scramble as Orion Introduces Data Access Fees

The monthly Connected Ecosystem Support Fee has sparked debate over transparency, pricing models and who ultimately bears the cost in an AI-driven advisory landscape.

AI and the future of wealth management

Agentic AI promises more than improved efficiencies — it has the potential to transform the client experience

Broadridge’s Distributed Ledger Repo Processes $7.5 Trillion in September

September 2026 ADV reaches $359 billion as Broadridge builds on DLR’s institutional scale with newly launched DLX

Wells Fargo Explores Crypto Liquidity Partnership With Kraken Parent Payward

The potential arrangement would see the Wyoming-based company supply liquidity for digital asset transactions, effectively giving the bank access to crypto markets and order execution without having to build those systems from scratch.

SEI Integrates with ICE ETF Hub to Strengthen ETF Order Management Capabilities

Integration Advances ETF Infrastructure and Supports Long-Term Growth Strategy

Can Morgan Stanley's Integrated Model Drive Long-Term Earnings Growth?

IM adds another layer by creating and managing private-market strategies

BMO Earns Top Recognition for Responsible AI Leadership in Global Banking

Ranking recognizes how BMO is scaling AI to create measurable business value through strong governance and overs