Managers of Wealth Americas

RegTech: How Technology Can Revolutionize Compliance

Regulatory compliance is a critical consideration for both start-ups and established organizations seeking to drive innovation in the financial services industry.

JPMorgan Chase Sends Letter to Fintech Firms Warning it will Not Allow Access to Customer Data Unless they Accept New Agreement

JPMorgan noted that these methods aren’t secure and would like third parties to connect to an API that will provide access to only limited customer account data, after obtaining users’ consent.

Deutsche Bank looks to Big Tech players for digital overhaul

In a memo released in October 2019, the firm commented that “To succeed, we need to fundamentally shift how we build technology and move to a new way of working.”

Why Are So Many Americans Switching to Online Banking?

Online banking is growing, and here are some of the reasons why.

Discover Named a 2020 FutureEdge 50 Winner for Modernizing Cloud-Based Platform

The FutureEdge 50 recognizes the most cutting-edge trials and applications of emerging technologies and the innovative cultures enabling them in business today.

Goldman is going head-to-head with Silicon Valley giants for tech talent, says exec

George Lee, co-chief information officer at Goldman Sachs, said the bank now has 10,000 developers, making up about one-quarter of its employee base.

The Emergence Of TD As A Data-Driven Force In Banking

MBNA had been a pioneer in the introduction of customer loyalty-based affinity cards, and like its mid-Atlantic neighbor, Capital One, was at the forefront of applying data and advanced analytics capabilities within banking.

Big Banks Raising Customer Satisfaction with Effective Digital Advice Tools - RESEARCH

Digital advice closes gap with in-branch experience

UK Fintech to Launch in US

Curve is planning a new host of services to further augment its existing features

Ares Management Extends Agreement with SS&C

SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.

AgentRisk Debuts Wealth Management Platform for RIAs and Wealth Managers

One of the main features of Overlay is identifying issues in customer portfolios and suggesting trades for tax-loss harvesting, optimization, and rebalancing using the proprietary machine learning technology developed by AgentRisk.

SoftBank Partner at Its $100 Billion Vision Fund Is Leaving

The Vision Fund has reshaped the tech startup market with a flood of investments, but several of its bets on unprofitable companies quickly went south.

ClearMacro Announces Completion of BCI Investment

The management and staff of CM maintain a majority shareholding in the company

Napier Park Financial Partners invests in Kasisto

In order to meet these industry demands and market dynamics, Kasisto plans to invest in product development and leverage its unique and unbiased conversational data assets

The winners from the US tech shares rally

The fund’s largest holdings are Amazon and Tesla, both of which have risen significantly in value in light of recent corporate results during the past month. Amazon shares have risen from $1800 to $2000 over the past month.

Investing in Bitcoin: Excuses for ignoring BTC are fading

Despite the benefits and potential cryptocurrencies like bitcoin have – the regulatory uncertainty and the fact that this is a tech-driven currency may not instill bullish sentiments in many investors.

Broadridge Reports Second Quarter And Six Months Fiscal Year 2020 Results

"Broadridge remains very well-positioned for growth, and we continue to invest in new products and technology to create value."

Rich and famous turn to ‘personal cyber security’ to protect phones

Panicked clients seek advice after alleged hack of Amazon founder Jeff Bezos’ iPhone

Where’s crypto’s watchdog?

The excitement is understandable, but old-school bitcoiners have seen similar surges in the past and have learned to go with the flows.

Fintech Adoption in North America Lags Global Acceptance

While the adoption of fintech services has skyrocketed globally, adoption rates in Canada and the US are some of the lowest in the world.

FinTech