Managers of Wealth Americas

Dimon changes tune on bitcoin, says 'blockchain is real'

Dimon's skeptical view of bitcoin has been well documented.

Pension risk as US watchdog warns savers of bitcoin ‘scammers’ and ‘bogus investments’

A MAJOR finance fraud watchdog has warned investors that cryptocurrencies like bitcoin, ethereum and ripple are risky investments, often favoured by hackers and crooks.

Big Money Is Betting On A Bitcoin Price Collapse (BTC)

One month after their launch, futures trading volumes remain very modest compared to average Bitcoin trading volumes of around $15bn per day

CIBC dives back into tech sector

CIBC Innovation Banking launches to serve North American companies Français

Williams Capital Makes the Switch to SS&C’s MarketTrader

Williams Capital chooses SS&C order management system over incumbent to gain an edge in highly competitive broker-dealer industry

Connected Corporate Banking: An Integrated Approach

Do your solutions run on disparate, siloed back office platforms?

All Wirehouses Forbid Cryptocurrency Trading, Not Just Merrill Lynch

Wells Fargo, UBS and Morgan Stanley also bar advisors to purchase bitcoin or derivative products on behalf of clients.

Envestnet Completes Acquisition of FolioDynamix

The acquisition will add complementary trading tools as well as commission and brokerage business support to Envestnet’s existing suite of offerings.

RBC hit with service disruptions a day after TD investment platform goes down

"We regret any inconvenience this may cause clients and appreciate their patience as we diligently work to resolve them,"

Morgan Stanley enters robo-advice investment market

Access Investing, aimed at its wealthy clients’ children, follows its competitors

Social media can make wealthy families 'virtual celebrities'

The social media has turned parts of the public to 'voyeurs', and with the continued growth of social media, beneficiaries and family members are now much more exposed than they used to be.

JPMC Hops On Robo-Advisor Bus

The service, piloted as JPMorgan Digital Investing, is the latest in a number of online investing tools called robo-advisers that firms offer as a low-cost way to get basic advice and automated portfolio management.

Flexera Announces New Investment Partnership with TA Associates

“Flexera is reimagining the software industry,” said Harry D. Taylor, a Managing Director at TA Associates.

Treasury Software Trends in 2018

As technology continues to evolve, treasury teams focus on payments and transparency.

Ex-Goldman bankers launch crypto fund for rich US investors

Crescent claims tracker will offer secure exposure to 20 coins

Amazon Gets Into Banking -- and Other 2018 Predictions From CFRA

Amazon.com Inc.’s entry into the financial sector could come sooner rather than later. Bankers beware.

Morgan Stanley: Investors pumped $2 billion into crypto funds this year - and 2018 will be bigger

Bitcoin has rocketed over 1,500% against the dollar in 2017

Former Legg Mason Chairman Bill Miller Invested $1.1 Billion Bitcoin

Bill Miller, a highly respected US-based fund manager and former chairman has revealed that he has invested about 50 percent of his MVP 1 fund in bitcoin.

A Tech Nerd Meets a Jewelry Designer... The Result: Accessible Luxury.

He also holds several patents and is credited for being the creator of Heatmap technology, used in a wide array of analytics and reporting all over the world.

Vendor partners help firms improve data management

The results were startling – three quarters of firms reported that 10% of data needs intervention, which means paying humans to validate, edit, and rectify poor-quality data.

FinTech