Managers of Wealth Americas

BNY Mellon joins Marco Polo Network

By engaging with Marco Polo, BNY Mellon is positioning itself to explore trade financing powered by blockchain

Cybersecurity issues for alternative investment funds

The good news is that there are steps you can take to minimize the risk to your firm.

What Does the Future of Financial Advice Look Like?

New tools, technologies and products are changing the landscape for both clients and advisors.

Wealthspire Advisors launches Wealthspire Pathways digital wealth management solution

Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platfor

EQ Bank migrates core system to the cloud as it gears up for open banking in Canada

“Our recent move to the cloud means we’re not only ready for the future of banking in Canada, we’re driving it.”

iCapital Network Announces Partnership with PIMCO to Enhance Advisor Access to Alternatives

Meets high-net-worth demand for income-generating alternative investments

Fidelity to launch Bitcoin Exchange in New York

Fidelity Digital Assets Service has just been granted permission to operate its platform for the sale, purchase and custody of cryptocurrencies

Silicon Valley firm helps keep track of $1.7 trillion of assets

Addepar says assets linked to its technology are growing at an average of $10 billion a week

Broadridge Expands Asset Management Technology Suite With Acquisition

"This acquisition aligns to Broadridge's strategy of providing a true cross-asset platform to enable asset management clients to have a single view into their entire book of business."

ACI Worldwide to Deliver Universal Payments Technology Via Microsoft Azure

Global collaboration benefits banks and other organizations embracing the cloud—reducing TCO, increasing scalability and improving speed to market

Allianz Life Partners With SS&C’s Black Diamond Wealth Platform

Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System

The impact of low automation, value drivers & risk factors on digital transformation investment

A recent study commissioned by SS&C, a survey of more than 90 senior technology and data management executives, revealed that only 18% of respondents reported full end-to-end automation at their organizations.

ADAM releases Code of Conduct for digital asset markets

New member firms join leading market participants to advance and align on standards of conduct

Perhaps Google Will Kill Bitcoin, After All

Google's planned bank account, code-named Cache and expected to allow users to add Google's analytic tools to traditional banking products, is due to be launched sometime next year, alongside Facebook's planned bitcoin rival, libra.

The problem when asset allocators don’t manage and mitigate operational risks in multi-fund portfolios

With the development of more effective due diligence capabilities, asset allocators have been able to play a key role in reducing the “external” operational risk within the fund management organizations.

Digitalisation is essential to Latin America’s blossoming wealth management sector

By 2020, consulting firm PwC expects the global asset management industry to reach $111.2trn in assets under management

CME Group Announces Jan. 13, 2020 Launch for Bitcoin Options

Market users have rapidly adopted Bitcoin futures since their December 2017 launch.

Cybersecurity in M&A Transactions: Friend or Foe?

Lack of proper due diligence in this area could result in the acquirer taking on the damages and liability from such incidents in the past.

The High Stakes of the Coming Digital Currency War

Just as technology has disrupted media, politics, and business, it is on the verge of disrupting America’s ability to leverage faith in its currency to pursue its broader national interests.

Goldman Sachs readies to launch robo advisor

Robo advice could unlock a new customer sector for the banking group— as well as adding efficiencies.

FinTech