Managers of Wealth Americas

KKR Closes $2.2 Billion Next Generation Technology Growth Fund II

KKR has established a strong track record of supporting technology-focused growth companies

Wells Fargo Scores Highest in Wealth Management Mobile App Satisfaction

Mobile app recognized by J.D. Power for ease of navigation

Broadridge accelerates hybrid cloud strategy

Accelerating its shift to a hybrid cloud model will enable Broadridge to further deliver next-generation SaaS solutions to its clients

Brinker Capital Is Up for Sale

Brinker launched a series of multi-manager mutual funds in 2017

Hedge fund puts $550m into technology stock option financing

Investment in SecFi comes as start-up employees look for ways to unlock wealth before IPO

Independent Financial Partners Becomes a Galileo Money+ Banking Partner

Client-first Galileo Money+ enables financial advisors to offer high-interest rate, FDIC-insured bank accounts

Goldman Sachs finally launches app for online bank Marcus, will offer loan payment

In point of fact, a mobile application for Goldman Sachs’ Marcus was long-awaited since a lack of mobile app had been frustrating its large customer-base

“CEORater” honors SS&C’s Bill Stone as Technology CEO of the Year

Bill Stone founded SS&C Technologies, Inc. in 1986.

Firms see technology as savior to cut costs, offer competitive edge

The use of automation to simplify and bring the down the cost of middle-office and back-office functions is where Mr. Hyat sees technology having the biggest impact on money managers.

How Cryptocurrency Can Take On Traditional Funds

When it comes to finding an asset manager or investment fund, consumers are no different.

2020 predictions for asset management

Models will continue to gain ground.

NORD/LB migrates New York, Singapore and Shanghai branches to Avaloq Banking Suite

NORD/LB Luxembourg Covered Bond Bank generates competitive refinancing for NORD/LB group's core lending business through the issuance of high-quality covered bonds.

Phoenix American Financial Services Announces New Client Partnership with LaSalle Investment Management

The Company's industry leading STAR-XMS transfer agent system is the result of Phoenix's direct experience as a fund sponsor as well as decades of experience as an administrator for alternative investment funds.

IBM and Chamber of Fintech partner to transform banking in Argentina

Fintech companies are leveraging on technologies that allow robust growth.

North America saw the most crypto and blockchain investment in 2019

Overall, the blockchain/cryptocurrency sector saw approximately $3.7B in investments across 741 different deals during 2019.

Fintech regulation to watch in 2020

Attorneys say stakeholders are likely to see increased awareness of fintech issues in the national capital in 2020

JPMorgan to ban third-party fintech platforms from accessing customer passwords

In a shareholder letter back in 2016 he wrote: "Many third parties sell or trade information in a way customers may not understand, and the third parties, quite often, are doing it for their own economic benefit -- not for the customer's".

When Is It Ethical to Not Replace Humans with AI?

There are legitimate questions about the ethics of employing AI in place of human workers. But what about when there's a moral imperative to automate?

Banco do Brasil partners with Bom Pra Crédito to develop new fintech solutions

Brazilian bank, Banco do Brasil has partnered with a Fintech Bom pra Crédito, a marketplace that compares the conditions for personal credit among 36 financial institutions in the country.

Five Countries Where Crypto Regulation Changed the Most in 2019

“Some countries now consider them legal tender, while many viewing cryptocurrencies as commodities. Governments around the world are keenly aware of the problem that the technology is rapidly outpacing the laws that govern it.”

FinTech