Managers of Wealth Americas

Digital-first banking: Alex Shootman

Away from the handful of huge, well-known banks in the United States, there are around 9,000 regional banks and credit unions that actually serve the majority of the market.

Savvy Wealth Unveils Agentic AI Platform for Financial Advisors

Savvy Wealth introduces Savvy Intelligence, an AI-driven platform integrating client data to streamline financial planning and advisory services.

Jump Expands Leadership Team Amid AI Growth Push

Fresh off an $80 million capital raise, Jump is using the money to add four key executives, including Torie Happe, the former head of partnerships at Holistiplan.

WealthReach rolls out AI referral engine to systematize advisor growth strategies

New tool embeds decades of referral coaching into automated workflows for RIAs.

Wells Fargo Advisors Ranks #1 in J.D. Power Digital Experience Study

Wells Fargo Advisors leads competitors in full-service investor satisfaction in app and website.

FIS Leads Core Banking Modernization for Second Straight Year, Everest Group Core Banking Report Finds

The recognition affirms FIS's position as the partner financial institutions trust to navigate one of the most consequential technology transitions in the industry's history.

Bank of America tech chief shares AI strategy focus

Chief Technology and Information Officer Hari Gopalkrishnan described how the bank is advancing its AI journey during the Semafor World Economy 2026 event.

FINNY Launches AI Tool Hunter for Financial Advisors

FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors

Grant Thornton survey: A widening ‘AI proof gap’ is emerging, but well-governed AI is showing results

More than three quarters of senior leaders lack full confidence they could pass an AI governance audit, and only 12% say their workforce is truly AI-ready — putting returns and accountability at risk

InvestSuite Launches StoryTeller in U.S. Market

InvestSuite unveils StoryTeller, an AI-powered tool for advisors to create personalized portfolio narratives, meant to enhance client engagement and retention.

RBC says its focus on AI is paying dividends

Royal Bank of Canada is betting that AI implementation will drive much of its future growth.

Data Sovereignty in a Borderless World

With over 130 countries now enforcing data protection laws, organisations must navigate a patchwork of requirements governing how data is collected, stored, processed, and transferred.

Infosys acquires Stratus to boost insurance capabilities

Stratus brings a team of more than 450 professionals and established capabilities as a partner of Guidewire Software, delivering end-to-end services across PolicyCenter, ClaimCenter, and BillingCenter platforms.

Dimon warns on AI job losses, calls for government-business incentives

JPMorgan Chase CEO Jamie Dimon warned that artificial intelligence could cost U.S. jobs.

Florida's Sunstate Bank enhances digital investing capabilities with InvestiFi

Sunstate plans to integrate InvestiFi's full suite of investing tools into its FIS core and digital banking platform.

Clear Mountain Bank opts for Alkami digital banking platform

Clear Mountain Bank is preparing to complement the platform rollout with the Alkami Data and Marketing Solution.

Nasdaq gains SEC approval for trading tokenised securities

The only securities that will be permitted to be traded in tokenised form currently are stocks in the Russell 1000 Index, and exchange-traded funds tracking benchmarks such as the S&P 500 and Nasdaq 100.

Datalign Advisory Launches Custom Compliance-by-Design AI Agents for Wealth Management, Making Agentic AI Accessible to Every Advisory Firm

Advisory firms of any size can now deploy custom, branded AI agents grounded in their own content, voice and data—powered by Datalign's compliance-by-design orchestration framework.

Capital is shifting into digital dollars as bitcoin wilts

As sentiment weakens, capital is flowing not just out of altcoins but also out of bitcoin and into stablecoins, which are essentially tokenized versions of the U.S. dollar.

Coinbase faces a multibillion-dollar threat from D.C. but a 'rewards' loophole could protect its stablecoin revenue

The proposed rules could ban yield on stablecoins like USDC, though analysts say the exchange may adapt.

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