Managers of Wealth Americas

Avaloq upgrades open software architecture designed to make banks more agile

The upgrade to Avaloq’s open software architecture allows financial institutions to consolidate IT operations onto a single platform.

MAS, CFTC Sign Fintech Cooperation Arrangement

Cooperation arrangement focuses on information sharing and facilitating referrals of fintech firms between Singapore and the US.

Crypto Regulations Need a ‘Do No Harm’ Approach: CFTC Chairman

US CFTC Chairman J. Christopher Giancarlo suggested a “do no harm” approach to cryptocurrency regulations, comparing it with the rise of the Internet.

SEC takes first enforcement action against cryptocurrency hedge fund

CAM and Enneking agreed to the SEC’s cease-and-desist order and censure without admitting or denying the findings against them, and agreed to pay a penalty of USD200,000.

Oranj Named 2018 WealthManagement.com Industry Awards Finalist

Winners are selected by a panel of independent judges made up of top names in the industry.

TD Bank Group and The Hydrogen Technology announce North American agreement to bring automated, digital investing solutions to TD clients

The agreement makes TD the first Canadian bank to offer clients the ability to independently create financial plans and investment portfolios, all seamlessly integrated via an online brokerage account.

Citigroup is making cryptocurrency investments less risky for Wall Street

The banking titan now lets you invest in cryptocurrencies without owning them

How Artificial Intelligence Will Transform Wealth Management

AI has the potential for greater returns for both ourselves and our clients.

Bank of China’s US branches goes live with Fenergo solutions

Fenergo CLM provides BoC US Branches with an end-to-end client management solution

First Hawaiian Bank Says “Aloha” to Voice Banking

Bank will be first based on the Island to offer voice banking to its customers

SS&C to acquire data-sharing platform for $1.5B

Acquisition increases key account footprint and adds cloud-based virtual data rooms and secure collaboration solutions for SS&C's banking and alternatives clients

SS&C's Black Diamond Wealth Platform Now Integrated with LifeYield's Taxficient Score

"The key to success in a rapidly changing industry is to embrace technology that enhances the client experience and improves outcomes.

Rockland Trust Adopts SEI Wealth Platform

SEI's Market Momentum Reflects Increased Consumer Demand for Full-Service, Digital Technology

Digital Wealth Management Firm Apex Clearing to Launch Crypto Investment Subsidiary

Apex Crypto will offer a robust range of coins, including Bitcoin, Bitcoin Cash, Ethereum, and Litecoin, among others

Goldman Sachs is ditching near-term plans to open a bitcoin trading desk — and instead focusing on a key business for driving Wall Street investment in crypto

The bank is downgrading the plans as the regulatory landscape for crypto remains uncertain

FinTech