Managers of Wealth Americas

How WealthTech Companies Survived Past Recessions

The global economy needed more than a decade to recover.

Artificial intelligence will play an increasing role in wealth management

The use of AI risks replicating the over-reliance on quantitative techniques that led to the 2008 crisis, writes Dan Tammas-Hastings

Docupace Announces Availability of Digital Adoption Bundles for Wealth Management

Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020

UP Fintech Expands into Wealth Management with Launch of Fund Mall

This cash management service invests in treasury bonds, investment-grade bonds, and bond ETFs, providing clients with high liquidity and steady interest.

SS&C Signs More than 100 Growing Funds to Eze Eclipse

Cloud platform adoptions accelerate

SS&C Releases Interactive Dashboard for Employee Benefit Integration Management

SS&C’s BenefiX® simplifies the transmission of employee enrollment and eligibility data to insurance carriers

Nubank shakes up Brazil’s banking bureaucracy

The fintech company aims to disrupt other Latin American markets with its smartphone-based services

In Self-Isolation? Try these Free Online Courses for you and your Family

ModPo is a fast-paced introduction to modern and contemporary poetry, with an emphasis on experimental verse, from Emily Dickinson and Walt Whitman to the present.

Cybersecurity tactics for the coronavirus pandemic

The COVID-19 pandemic has presented chief information security officers and their teams with two immediate priorities.

How Fintech is Shaping the Future of Wealth Management

Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time.

SS&C Acquires Captricity

Acquisition adds Vidado, the enterprise machine learning paper-to-digital data transformation platform

Financial Tech Platform iCapital Network Raises $146 Million

Financial technology platform iCapital Network announced it closed a $146 million capital raise for fueling its future growth

Sikich Investment Banking advises Technology Services Group in acquisition by Alfresco Software Inc.

Alfresco builds and markets a cloud-native Digital Business Platform that helps companies connect, protect and unlock value from their most important information.

Morgan Stanley online platform for wealthy clients down

Morgan Stanley Wealth Management is one of the biggest financial advisory and brokerage firms in the country, managing $2.7 trillion in client assets.

Entreda offers free suite of work-form-home cybersecurity tools to support wealth managers during coronavirus crisis

The offer is part of Entreda’s commitment to support industry-wide coronavirus pandemic response efforts that involve transitioning to a work-from-home model.

Hyland leverages Amazon Web Services to offer cloud solutions in Japan to support growth

Strategic location to support demand for secure, dependable cloud solutions and business continuity in-region

Top Global Digital Intelligence Trends for 2020

2020 Annual Digital Intelligence Industry Benchmark Report Reveals Law Enforcement Agencies Have a Growing Reliance on Data Analysis with 90 Percent of Cases Involving Digital Devices & Cloud Applications

Will Your Fintech Vendor Make It Through a Recession?

What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.

Through Supply Tracking and Crypto Investment, Coronavirus Touches Blockchain Technology

Blockchains, decentralized databases that can track transactions in immutable and transparent ways, have been heralded as solutions to the private and centralized databases that undergird some of our society’s more intractable industries — par

Cognizant to acquire US-based digital marketing consultancy firm

Specialist in Salesforce Marketing Cloud Helps CMOs Gain Insight, Automate and Personalize Customer Engagement to Drive Revenue

FinTech