Managers of Wealth Americas

Santander Brasil launches digital investment platform

Pi will offer investment products to mass retail customers, including lower income clients.

SpotOn and Poynt Partner to Debut All-in-One Payment and Marketing Solution For Small and Medium-Sized Businesses

"These tools are critical to a business owner because they enable all types of secure payment acceptance, drive consumer engagement and make it easier to run their business—all at an affordable price."

Money keeps flowing to fintechs

The online challenger bank Chime announced a $200 million funding round at the beginning of March, the largest ever for a savings and lending fintech.

SS&C GlobeOp Hedge Fund Performance Index at 1.24 per cent for February

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.21 per cent in March.

Fidelity’s Cryptocurrency Company is Live

Despite the decline, Jessop says there’s long-term interest from institutional investors to add cryptocurrency to their portfolios.

The rise of 'GiantTech' poses a giant test for regulators

Even today, a yet to be completed new risk regime is facing setbacks from the everyday reality of discovering unintended complex interactions in its implementation.

Vantis Life Honored with 2019 BISA Technology Innovation Award

The award marks Vantis second recognition by BISA as a leading technology innovator.

Fidelity Crypto Chief Says Hard Fork May Delay Firm’s Support for Ethereum

This framework looks at how decentralized a coin is, what the client demand looks like and whether there are any “peculiarities about the protocol”

HSBC Bank and SoftBank Robotics America Enhance Beverly Hills Banking Experience

Cross-country expansion kicks off at the Beverly Hills branch, introducing the social, humanoid robot Pepper for an enhanced customer experience in the Los Angeles area

SEI expands with BMO into Asia

SEI’s new strategic partnership with BMO Private Bank Asia builds upon an existing 21-year asset management relationship with Bank of Montreal Nesbitt Burns in Canada.

Technology and the boardroom: A CIO’s guide to engaging the board

There are many reasons for this, including board member age, tenure, and board refreshment.

CSI Recognized in American Banker’s “Best Fintechs to Work For” List for Second Consecutive Year

CSI employs approximately 1,200 individuals nationwide, and its focus on employee development and appreciation plays a significant role in the companys service-centric culture.

Black Diamond Wealth Platform helps PortfolioCenter clients make the switch

PortfolioCenter clients will want to become knowledgeable about their options and weigh them carefully in light of possible price increases and the risk of diminishing choices.

EY Launches Crypto-Asset Accounting and Tax Tool

The pioneering software was developed by integrating recently acquired technology assets and related patents with other EY processes for total functionality.

Broadridge Successfully Implements Investment Management Technology for Canadian Wealth Manager

management and operations technology to scale for future growth

Downside of Technology for Advisors: Increased Cybercrime

But there’s a problem, the firm notes: “Our data suggests that despite acknowledging clients’ rising level of concern with regards to cybersecurity, so far the industry has underestimated — if not dismissed — these risks.&

Signature Bank to Offer Accounts to Bermuda’s Crypto Startups

When reached by CoinDesk, a spokesperson for Signature Bank confirmed that it would be providing these services.

Siris Capital Closes $3.45 Billion Technology Buyout Fund

Fund Significantly Exceeds Target; Will Continue Siris' Established Strategy of Investing in High-Quality Technology Companies Facing Transitions

Wealth Managers Need to Re-Think Digitalization

The average survey respondent was 37 and described themselves as an early adopter or a technology follower and mirrored the technology adoption traits of millennials.

Alhamrani Universal & ShoCard Develop Biometric ATM For Saudi Arabian Market

Alhamrani Universal, Saudi Arabia’s largest ATM provider, is the first to develop a blockchain powered biometric authentication ATM compatible with local banks

FinTech