Managers of Wealth Americas

What PNC has in mind for BBVA's technology

It’s normal for an acquirer to fold a seller’s technology into its infrastructure, said Sam Kilmer, senior director at Cornerstone Advisors.

Why Forced Innovation Will Usher In A New Era Of Economic Growth

This means we are still at the beginning of the new big tech cycle, which will become a much bigger part of our lives.

Marketaxess Completes Acquisition of Regulatory Reporting Hub from Deutsche Borse Group

It will help us to extend the full front-to-back trade lifecycle services that we offer

Wall Street’s Leading Investment Firm Enters Bitcoin

Guggenheim Partners filed an amendment with the SEC to seek 10% investment exposure in Grayscale Bitcoin Trust.

Chubb and Nubank Launch Fully Digital Life Insurance Offering in Brazil

Chubb partners with the largest independent digital bank in the world to serve its 30 million customers

Former Goldman Sachs VP Explains Why Bitcoin Price Could Reach $500,000 by 2030

Then, on 6 March 2020, OKCoin announced that on 31 March 2000 Fang would become the new CEO of OKCoin.

Wealth management apps see higher uptake, but satisfaction lags

Accordingly, they need to spend the time making sure that this channel is addressing customer needs, easy to navigate and seamlessly integrated into all facets of their business.

Citi Ventures is shifting from artificial intelligence to artificial enlightenment

Vanessa Colella is Citi's chief innovation officer and leads the Citi Ventures and Citi Productivity teams.

Bank of America Awards a New Contract Order to RIWI for over $650,000

This is the second three-year agreement RIWI has won with BofA Securities to date.

Santander Chile holds digital talk showcasing digital banking initiatives to the market

Santander Chile is currently completing the 2019-2021 investment plan of US$360 million which has involved heavy investing in IT and cybersecurity to reach global standards.

Forging new pathways: The next evolution of innovation in financial services

This report explores the multiplicative impacts that emerging technologies will have on the financial services industry when they are clustered together and deployed strategically against key business challenges.

Do the Affluent Respond to LinkedIn Messaging?

Digital marketing has exploded during the pandemic. Younger investors are more receptive to it than older ones.

Bitcoin surge: 73% of millionaires keen on cryptocurrencies

The same poll undertaken last year found that 68% of high net worth individuals are now already invested in or will make investments in digital currencies before the end of 2022, meaning there has been a jump of 5% year-on-year.

Only 23% of Financial Advisors Have a Defined Marketing Strategy, According to Broadridge Study

Ninety-one percent of advisors agree that digital marketing has taken on a greater importance as a result of the pandemic.

Wells Fargo Startup Accelerator joins $8.7 million round in philanthropic wealth platform Amicus

The DAF 2.0 platform aligns the incentives of donors, financial institutions and philanthropic organizations toward charitable giving at scale.

1-in-3 Consumers Plan to Spend Less This Upcoming Holiday Season

COVID-19 pushes consumers more toward online shopping and contactless payments

Broadridge Announces Next Generation Virtual Shareholder Meeting Platform

The enhanced platform will increase accessibility, transparency and engagement and leverages APIs to facilitate shareholder access to any virtual meeting platform

Banks Reinforce Protections As Cybercriminals’ Tactics Evolve

Pre-pandemic, many banks were already headed on a path toward digital migration.

SS&C Announces 2H2020 SS&C Advent Product Updates

"Our continuous release schedule allows our clients to be more proactive and better positioned to take advantage of market opportunities."

Bitcoin Climbs Above $16,000; What Biden’s Win Means For Crypto Regulation

Crypto and blockchain is a more robust industry than it was the last time prices rose this high in the 2017 bubble, though there may still be unintended consequences.

FinTech