Managers of Wealth Americas

Cuba now has its own bitcoin exchange despite restrictions

The Italian-Cuban crypto entrepreneur first launched the Qbita pockets final November.

SEI Lags Q1 Earnings Estimates

SEI Investments Company today announced financial results for the first-quarter 2020

Deep Dive: How Banks Use Digital Technologies To Outlast The Coronavirus

Business is not continuing as normal, however. Banks are altering their customer interaction approaches to take precautions against further spreading COVID-19 while maintaining sound customer service practices.

We are in the midst of a 'total reboot' of wealth management

BMO InvestorLine president writes that, with the industry in the process of massive disruption, now is not the time for firms to be reticent or timid

COVID-19 and the CARES Act: Tax considerations and services

Tax Optimizer, our secure web-based tax preparation and hypothetical trading tool, is equipped with analytic tools that will identify the market volatility impact on your portfolio.

Multi-Strategy Portfolios Benefit clients, Let Technology Benefit You By Boris Bykhovsky

A common way to address these goals is through the creation of multi-strategy portfolio (MSP) or multi-asset portfolios (MAP).

World FinTech Report 2020

FinTech collaboration is even-more essential now for banks to achieve customer-centricity

Private banking meets the public cloud

They need the same flexibility as the larger banks.

Cambria Investment Management Hires SS&C to Service ETF Lineup

SS&C ALPS has been servicing the ETF industry since 1995 with a unique full-service offering that includes fund accounting, legal administration, distribution, and liquidity risk management.

Facebook’s vision for a new cryptocurrency gets watered down as it attempts to woo regulators

The move represents a big change for libra, which Facebook originally pitched last year as an alternative global system that would make it easier to make digital payments no matter where in the world you are.

How to make digital meetings feel like face-to-face

It’s fairly straightforward to use, and you can send a client a link so they can speak to you and see any documents you’re sharing.

Wannabe Biglaw Firm Closes Its Doors

The firm with Biglaw dreams is winding down.

What Does The Future Hold For Regtech?

A white paper by U.K.-based Juniper Research predicted that global spending in the sector will rise from an estimated $18 billion in 2018 to an estimated $115.9 billion by 2023.

JPMorgan On Corporate Treasurers And Their ‘Digitization Journey’

“Digitization is not about reaching a destination as you are constantly pushing the envelope,” Rangachari said.

Wells Fargo Takes Ax to Robo-Advisor Fee

Launched in 2017, Intuitive Investor is what’s known as hybrid robo-advisor, which means it combines an automated investing platform with access to human advisors, typically over the phone.

SS&C GlobeOp Hedge Fund Performance Index: March performance -6.85%; Capital Movement Index: April net flows declined -0.19%

Published on the ninth business day of each month, the SS&C GlobeOp Capital Movement Index presents a timely and accurate view of investments in hedge funds

FinTech