Managers of Wealth Americas

SEC Charges Silicon Valley Start-Up and CEO With Defrauding Investors

The SEC’s complaint, filed in the U.S. District Court for the Northern District of California

MUFG Investor Services Selects Broadridge for Sophisticated Loan Tracking and Reporting Technology

Besides managing day-to-day loan administration, the Sentry Loan Portfolio Management system allows users to monitor compliance issues and reconcile and aggregate data to streamline or automate processes.

HSBC Banks On AWS With Long-Term Strategic Cloud Deal

HSBC will use AWS’s portfolio of cloud services, including compute, containers, storage, database, analytics, machine learning, and security, to develop new digital products and support security and compliance standards for millions of personal bank

Vanguard venture with Ant Group lures 200,000 Chinese clients

Pennsylvania-based asset manager plans to multiply customers by offering low-cost financial advice

Big banks look to the cloud to accelerate digital shift

Goldman Sachs, Deutsche Bank and HSBC sign partnership deals in tech awakening

Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios

The recent strong demand and numerous requests from Canadian advisors to work together with Nest Wealth resulted in this exciting opportunity.

Gaps in Canadian surveillance technology spark concerns about traders working from home

"Banks' technology is sufficient to do trading, order reception, order execution" remotely, Zoican said.

Does the U.S. need to have a digital dollar?

A stablecoin is a cryptocurrency backed by a quantifiable asset such that it has monetary value.

US work visa suspension unlikely to impact operations, says Infosys

Infosys, which had over 2.39 lakh employees at the end of June 2020 quarter, saw 61.5 per cent of its revenues come from the North American market.

Titanbay launches to widen access to private equity

Based in London, Titanbay has been launched by a team of industry insiders with extensive experience from a range of leading funds and institutions.

Radius Bank Launches Goals-Based Savings Platform Through Partnership with Harvest Savings & Wealth Technologies

‘Goalkeeper’ runs seamlessly inside of Radius Bank’s online banking and mobile app to help customers save effortlessly

Zumigo Secures Increasing Use of Mobile Banking and e-Commerce Transactions Due to COVID-19 Pandemic

Studies of US financial data indicate a 50 percent surge in mobile banking since the beginning of 2020

Risk Management and Sponsored Repo

New twists in monitoring desk deals.

Informa Launches Tool to Design Mobile and Desktop Apps

With 'Digital Banking Hub,' Firms Select Best Features from Across the Industry to Create Their Ideal Digital Platform Model

Technology Companies And Startups Will Help Every Sector Emerge Stronger From The Pandemic

Import and export patterns will shift as countries reshore production and secure supply chains.

The Increasingly Essential Role Of The Law Librarian

Robots are not coming for law librarians’ jobs.

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

The working partnership has a goal of rolling out a solution that increases automation, enhances integration and incorporates artificial intelligence into the world of financial management services

Digital Wealth Management: Artificial Intelligence to Accelerate Value Creation

AI makes it possible to use algorithms to build predictive scenarios to support the investment process.

Will Robo-Advisors Replace Traditional Financial Planners?

Robo-advisors are elegant tools that do their best to minimize investing costs and streamline their clients' financial lives.

Transitioning from a registered investment advisor to a multi-family office

A multi-family office is different from a high-end wealth manager in that it caters to multi-generational families.

FinTech