Managers of Wealth Americas

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.

Are asset managers suffering from 'content overload' online?

Digital interest in the largest global asset management brands has declined according to a new analysis

Gartner CFO Survey Reveals A Dramatic Digital Acceleration Since COVID-19

CFOs Plan to Greatly Increase Their Time Spent on Implementing Digital Investments, with the Majority Uncertain of Success

Bitcoin tops $16,000 on PayPal bull run

Cryptocurrency could touch $20,000 as investor interest surges

Citi steps up investment in low code technology startups

Citi’s investment in Dextcloud is a continuation of the firm’s strategic investments in low code technology providers that support its digitisation of manual-intensive tasks across the firm and increase speed to market.

Envestnet Adds New CTO, Realigns Development Strategy

RiskPro's technology allows each enterprise to set its own surveillance rules for monitoring the risk of a client's portfolio, as compared to the client's PRB, on a daily basis.

R.J. O’Brien Selects Broadridge to Transform its Exchange-Traded Derivatives Operations Globally

Broadridge’s advanced, integrated processing platform for global derivatives will provide RJO with a scalable, agile platform to support its strategic growth plans and adapt to market change.

The Next Stage in the Financial Revolution: AR and VR Solutions

Then came Big Data, machine learning, and artificial intelligence (AI). AI has become an integral part of our daily lives.

SS&C GlobeOp Hedge Fund Performance Index: October performance -0.11%; Capital Movement Index: November net flows advance 0.31%

Cumulatively, the SS&C GlobeOp Capital Movement Index for November 2020 stands at 130.52 points, an increase of 0.31 points over October 2020.

FinTech