Managers of Wealth Americas

Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds

Broadridge has partnered with Jim Toffey, founder of Tradeweb Markets

Varo Money CEO Colin Walsh : We Designed Varo to be Your Primary Bank Account

In the US, there are a growing number of digital banks, or Fintechs providing bank-like services, competing for your business.

What To Consider When Evaluating A Technology Vendor

The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.

First American Trust FSB Selects Volante Technologies US Fedwire as a Service in the Cloud

By automating wire processing with Volante’s Fedwire as a Service in the cloud, the bank will benefit from resilient, reliable, and scalable payments technology.

JPMorgan Chase plans to let mobile customers scan in their receipts

The partnership is an effort to provide that little something extra that might make a consumer choose one bank over another, as many bank apps look alike.

Digital banking's explosive growth compounds cyber risks, FBI warns

To be sure, hackers have long tried to trick consumers into downloading trojans hidden in fake banking

Four Tenets for Successfully Incorporating Artificial Intelligence

As with anything new, we expected to iterate along the way.

Truss Edge launches outsourced technology service for family office market

Truss Edge delivers front to back investing in private investments

HSBC Bank launches Apple Business Chat channel to enhance digital banking

The new channel enables HSBC customers’ to have direct conversations with HSBC on their convenience.

The World’s Best Banks: The Future Of Banking Is Digital After Coronavirus

Citigroup’s digital payments technologies are also present on other popular social messaging platforms like LINE and WeChat.

Independent Community Bankers of America extend ThinkTech program

The program has also developed a strong reputation with banking regulators as innovation has become a key focus of the financial services landscape.

Merrill Lynch Rolls Out Advisor Workstation for the 2020s

Although Merrill invested in upgrading it over the years, its workflow and core technology design remained largely the same.

Announcing the winners of the 2020 Tearsheet Data Awards

Here are the winners of Tearsheet's 2020 Data Awards.

CIBC Innovation Banking Provides Vbrick Systems Inc. with a US$6 Million Growth Financing

Founded in 1998, Vbrick enables organizations to engage employees and clients through video. I

Broadridge Regulatory Update

Who's Ready for Reg BI?

Intelligent outsourcing of investment operations

Having a partner that can help outsource any or all of these functions is critical to a firm’s ability to manage ongoing investment operations.

SEI Launches the SEI American Funds Strategies for Independent Advisors

New Offering Brings Additional Flexibility to SEI's Customizable Investment Platform

Hedge funds, institutional investors rush to own stakes in Bitcoin

Hedge funds are firms that offer alternative investments to a specific type of investors (high net worth individuals), in a bid to protect their investment portfolios from market uncertainty, while generating positive returns regardless of market sentimen

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

Finalists were recognized for their innovative use of technology to solve a significant industry problem, generate cost savings, or improve efficiency across the investment value chain.

The silver lining of a crisis: defining and accelerating digital transformations

Each firm has a slightly different definition and set of projects associated with their digital transformation.