Managers of Wealth Americas

Channels don’t tell you enough about advisor business models

Asset management firms can best determine these needs by undertaking extensive collection and tracking of data from all touchpoints with an advisor.

New Report Reveals Keys to Better Serving Investors and Recovering Class Action Funds

The fund manager will take from almost all investment classes and products to pursue his strategy.

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio

IBM Report: Compromised Employee Accounts Led to Most Expensive Data Breaches Over Past Year

Customer Personal Data Exposed in 80% of Breaches Analyzed; AI and Automation Significantly Reduce Costs

Broadridge's Fi360 Launches Remote Proctoring, Enabling Online Certifications for Financial Advisors

The remote proctoring solution seamlessly interfaces with Fi360's existing designation exam, creating an easy, intuitive user experience for each advisor.

U.S. Bank to launch in-app voice assistant as pandemic boosts mobile banking

U.S. Bank highlighted how its voice assistant provides better access to banking services for people with disabilities such as blindness.

The Importance Of Humans In Fintech

When it comes to these highly emotional transactions, most Americans don’t want to rely on technology alone

SS&C Expands Services to JLL

Precision LM to support combined $115 billion loan servicing portfolio

Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey

Changes in how investors and financial advisors collaborate, at first caused by Covid-19

The biggest tech earnings matter more than ever

Facebook, Amazon, Apple, Alphabet and Microsoft, the five largest US companies, now account for more than one fifth of the value of the S&P 500, up from 16% a year ago, Goldman Sachs said in a recent note to clients.

BNP Paribas joins as anchor client for IBM’s CFS in Europe

The framework offers streamlined compliance controls to enterprises with common operational criteria. It allows financial institutions to run key applications and workloads.

Latin American banking giant Nubank snaps up US software company

Nubank, which is backed by Tencent, is looking to tap into the US talent market and will sponsor Cognitect’s Clojure programming language.

Bitcoin Jumps after Banks Announce They Will Hold Crypto

The OCC has decided that U.S. banks are allowed to provide crypto storage and safekeeping.

Excellence in Regtech, Product Solution: FRTB Service, DTCC

DTCC’s FRTB Service is a comprehensive “real” price observation data solution. Including over 100 million transactions in its data pool, the FRTB Service leverages DTCC’s unsurpassed data collection capabilities as the premier post

US advisers consider platform consolidation amid covid-19 correction

In 2020, the percentage of firms planning to integrate all of their managed account platforms onto a single architecture dropped from 57% to 50%.

Morgan Stanley blocks remote network access for China interns

Bank to host programme in its offices as concern grows over Beijing’s cyber security rules

Veteran Wealth Management introduces advanced algorithms

Being one of the top market signal providers, Veteran Wealth Management provides an easy method for obtaining high profits.

ESG and Regulation 9 There have been two major usecase developments within the BITA Wealth solution.

BITA Wealth provides automation, and pre- and post-trade checking of the key REG-9 requirements, delivering an efficient, demonstrable and auditable process across all clients

SS&C GlobeOp Forward Redemption Indicator: July notifications 2.64%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform,

Jefferies Group Implements Behavox Compliance Solution to Enhance Speed, Agility of Global Risk Management Operations

Jefferies Group implements Behavox Compliance solution to enhance speed, agility of global risk management operations

FinTech