Managers of Wealth Americas

Keeping up with the robots

Automation may pose a threat to jobs, but it also puts an added psychological pressure on staff who have to keep pace with the robots

Enfusion's Investment Management Software Named "Best Fund Accounting Software"

HFM Awards are regarded as some of the most high-profile in the industry for hedge funds and service providers

Singapore GIC leads investment in data centre platform in North America

Singapore sovereign wealth fund GIC, together with Canadian pension fund OPTrust and Denver-based investment firm Mount Elbert Capital Partners, formed EdgeCore Internet Real Estate to build and operate data centres across North America.

Banca: A blockchain technology to revolutionize traditional investment banking in Wall Street

The bankruptcy of Lehman Brothers, one of the well-known investment banking firm throws light on how they pushed world financial resources into assets relating to the housing bubble for their own benefits.

SEC suspends trading in three companies claiming crypto connection

Under the federal securities laws, the SEC can suspend trading in a stock for 10 days and generally prohibit a broker-dealer from soliciting investors to buy or sell the stock again until certain reporting requirements are met.

Why Bitcoin Millionaires Aren’t Going to Traditional FAs

Bitcoin rose from $830 to $19,300 in 2017, plunged below $6,000 last week and climbed back up to $8,000, TechCrunch writes.

Kestra Financial to Offer eMoney Advisor’s Financial Planning Platform

Partnership will enhance Kestra Financial’s innovative, integrative technology offerings to its advisors

Capgemini acquires customer engagement firm

Capgemini reinforces its global leadership in digital with the acquisition of customer engagement firm LiquidHub

Goldman Sachs Wants to Finance iPhone Purchases

According to the Journal, Goldman is expanding into retail banking and consumer lending in an effort to diversify.

Altegris To Merge With Artivest

The combination will accelerate the work of both companies to provide individuals and institutions of all sizes efficient access to alternative investments.

Forbes cryptocurrency rich list as cryptic as the currency

The list consists of 19 people, all of whom have an estimated net worth of more than $350 million.

Arizona Could Become First U.S. State to Allow Certain Concessions for Cryptos

The thought of a state in the U.S. allowing its taxpayers to cover their bills with cryptos may sound ludicrous, but Arizona is looking to allow for just that.

Federal Reserve Economists Deliver Answers to Questions About Cryptos

As the world or cryptos is on a path to meet the world of Federal Reserve oversight, two economists from the space take questions.

Fidelity’s Tech Upgrade Includes Data Aggregation and Insights

Fidelity released details of new technology tools coming to Wealthscape this year, including data aggregation, analytics and a digital marketplace.

Robo Clients Were Left in the Lurch During Market Tumble

Human financial advisors, meanwhile, are reassuring their clients that there’s no reason to panic, according to CNBC.

U.S. States Join Forces on Fintech Licenses

Money business licenses are used by a wide range of young digital companies that provide financial services, from money transfer startups to bitcoin exchanges.

Nasdaq and Palestine Exchange sign new market technology agreement

Nasdaq Inc. (Nasdaq:NDAQ) and Palestine Exchange (PEX) have signed a new market technology agreement for Nasdaq to deliver new matching engine technology via the Nasdaq Financial Frameworkarchitecture to Palestine's stock exchange.

Sequoia Capital plans $8 bln global fund, eyes China investors

Sequoia's China founding partner Neil Shen, one of the best-known venture capitalists in the country, is actively tapping potential investors including state-backed ones for the global fund

Private Client Resources and HWA International Partner to Provide Trust Companies with an End-to-End Platform

Expanding data aggregation to serve the accounting needs of endowments & foundations, trust organizations, family offices and other private fiduciaries

SEI Reports Fourth-Quarter 2017 Financial Results

The wealth and investment management industries have headwinds to address and tailwinds to capitalize on.

FinTech