Managers of Wealth Americas

Morgan Stanley unveils new sustainable investing analytics

Morgan Stanley Impact Quotient uses technology to provide both transparency and the ability to customize portfolios for specific impact objectives

Morgan Stanley Expansion Capital Completes Sale

Expansion Capital also partnered with the company to grow its North American commercial go-to-market presence and augment its executive team and Board of Directors.

Fintechs at the gate: online brokers target affluent Brazilians

As Latin America’s largest economy continues to sputter, the digital investment startups are one of the few sectors hiring at breakneck pace.

Cyber Attack Trends: 2019 Mid-Year Report

One of the dominating ongoing trends in 2019 is targeted ransomware attacks.

Facebook to Pay $100 Million for Misleading Investors About the Risks It Faced From Misuse of User Data

Facebook has agreed to pay $100 million to settle the charges.

Geneva for Emerging Managers: Building out an Infrastructure for Long Term Growth

As more hedge funds enter the market at increasingly larger launch sizes, these firms should be looking to build out their infrastructure for the long term.

UBS Financial Adapts to a New Generation with Award-Winning iPad App

The future leaders of Tampa can now balance their to-dos of today

Betterment Moves Beyond Robo Investment Advice and Into Banking

The company said Tuesday that it is launching Betterment Everyday, a checking and savings product that is insured by the Federal Deposit Insurance Corporation.

InvestEdge Announces Enhanced Compliance Monitoring Solution for Wealth Managers

New capabilities save time and cost spent on compliance monitoring while maintaining a high quality of reviews

SS&C Eze Eclipse Gains Momentum

More than 70 hedge funds adopt cloud platform

Stifel Launches Venture Banking & Lending Group

Stifel offers senior secured loans up to $40 million for working capital and growth capital needs, with the ability to syndicate larger opportunities.

Capgemini launches new AI services based on Microsoft Azure to accelerate the business impact of AI at scale

In the industrial context, by launching AI for Operations Intelligence using Azure IoT, Capgemini is helping manufacturers to create an integrated AI-powered data and insights foundation

Federal Home Loan Bank of Chicago Selects SS&C to Enhance Automation and Analytics

Federal Home Loan Bank of Chicago chooses EVOLV to automate loan and securities portfolio accounting

Pan-American Life turns to Fiserv for AML tech

The company selected Fiserv to provide a comprehensive AML solution that accommodates country-specific regulations and reporting requirements.

JPMorgan Launches A Robo-Adviser For Passive Investors

Under this service, it will include users into an investment portfolio composed of its exchange-traded funds (ETF) for an annual fee of 0.35% or 35 basis points of the assets, which is the annual advisory fee.

Kestra Financial Adds Merkel Financial to Platform

At Kestra Financial, we understand the depth of resources required to support and grow a wealth management team of Merkel Financial’s magnitude

N26 launches its challenger bank in the U.S.

Every time you make a transaction, you instantly receive a push notification telling you how much money you just paid.

RBC buys accounts payable specialist

RBC says the acquisition gives it valuable new capabilities to help customers transitioning away from paper cheques to digital payments.

Broadridge CEO Tom Gokey gets Google's top cloud executive in his corner as he sets sights on wealth management cloud thunderclapper

He led Oracle's product vision, design, development, operations and go-to-market strategy for its cloud platform, middleware and analytics portfolio, and oversaw a global team of more than 4,500 engineers.

Brazil's BTG Pactual Streamlines Digital Onboarding with Jumio

Jumio’s Identity Verification solution helps Latin America’s largest investment bank vet new online clients and fight online fraud

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