Managers of Wealth Americas

Itaú USA Asset Management Appoints SS&C for Fund Administration

Brazilian investment manager consolidates vendors in favor of SS&C’s breadth of services

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

The Client View application centralizes all client-focused workflows in one place

TD Ameritrade Institutional’s Veo One® Wins 2020 Wealth Management Industry Award for Custodian Technology

Model Market Center® secures its second Wealth Management Industry Award for outstanding achievement among investment-model marketplaces

Truist Unveils Venture Capital Division with New Fintech Investment

Truist Ventures leads latest funding round for global payments network Veem

SS&C Launches Accredited Financial Services Education Library

SS&C Learning Institute’s new digital library, GAMMA, powers continuing education remotely for clients

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Through a new partnership with Wealth Access, Tegra118 is complementing its RetireUp solution with a new mobile-enabled digital client experience

SS&C GlobeOp Hedge Fund Performance Index

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.34% in September.

Virtual Assets Red Flag Indicators of Money Laundering and Terrorist Financing

In response, the FATF Report Virtual Assets - Red Flag Indiciators of Money Laundering and Terrorist Financing will help national authorities detect whether virtual assets are being used for criminal activity.

Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents

Fintech startup, Flaist, announces the launch of a new conversational AI tool - called EVA - that helps credit unions, community, and regional banks with personalized customer service.

Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business

Nationwide will move recordkeeping functions to enhance overall efficiency, agility and scale by leveraging SS&C’s best-in-class retirement technology and servicing platform

COVID-19 is accelerating private banking’s digital evolution

The pandemic has challenged this more conservative mindset.

New Technologies Are Ushering in the Biggest Revolution in Senior Care in Over a Century

COVID-19 has put a spotlight on a fragile senior care system, but a vibrant health-tech ecosystem is laying track for a technology revolution that is centered on the homes—just in time for the ‘Silver Tsunami’—of aging baby boomers

Banks seek tech developers to avoid missing the boom in digital cards

Merchant acquirers and independent sales organizations are also seeing the need to stay abreast of the digital card-issuing trend and develop new revenue channels in the process.

PayThink Fintech and digital pay are pushing banks to accelerate tech adoption

In some ways, the impacts of the pandemic will accelerate this shift, and five years from now, our financial services industry will look very different from the one we’ve known.

Working-from-home lessons: employees 'confidently' make 90% of all security awareness mistakes

However, even when learners were wrong, they mostly remained confident in their competences

Brazilian fintech’s third funding round raises USD 300 million

Financial services company Banco Bilbao Vizcaya Argentaria also participated in the funding round via Propel Ventures, which is one of its shareholders.

Westpac online and mobile banking knocked offline

The bank says it is "thoroughly investigating the matter".

From BigTech to Challenger Banks: Why WealthTech is the Goal

The success of BigTechs is a result of these players focusing more on customer pain points.

AI hedge fund Voleon suffers in choppy markets

High-performing quant funds lose lustre in turbulent year

Goldman Sachs joins syndicate for Ant IPO of up to US$30b: sources

Wall Street major Goldman Sachs has been hired as a joint lead manager on the Hong Kong leg of the IPO, said the people

FinTech