Managers of Wealth Americas

SEC Cracks Down on Cryptocurrency Investor Registrations

The SEC’s legal action states that Crypto Asset Management solicited $3.6 million from just 44 private investors, most of whom were individuals.

Broadridge and UBS Americas to Redefine Wealth Management Technology in North America

New Broadridge Wealth Platform leverages leading technology to optimize advisor productivity, client experience and enterprise operations for the industry

Arcesium Technology Boosts Third Party Administration Offering

Arcesium's Middle Office Technology and Services Create Bespoke SaaS Offering for Sophisticated Hedge Fund Managers

SS&C Technologies Signs Multi-Year Extension of Alliance Agreement with RedBlack

Investment Management Professionals Can Access RedBlack’s Rebalancing Solution Through SS&C Advent Platforms

Deloitte Corporate Finance advises Pillar Technology Group in its sale to Accenture Plc

Deloitte assisted in all aspects of the transaction including the due diligence process and negotiation of the transaction.

Envestnet | Tamarac Clients Surpass $1.2 Trillion in Collective Assets Under Management

Tamarac also announces more than 1,000 RIA firms now using its platform

Alexa wealth management is developing faster than you think

The application was built for a wealth management client, and what he showed off was a truncated version for the audience demonstration that took just two weeks to build.

SEI Investments Bottom Line Climbs In Q3

"Our third-quarter results reflect our focus on growing our existing markets with market-leading solutions to our clients' most challenging issues, while continuing our expansion into new markets and the development of additional capabilities,&a

Broadridge launches new global asset servicing solution

The Broadridge global asset servicing solution helps firms mitigate these drawbacks by standardising and automating processes for announcements, notifications, elections, accruals, entitlements, and settlements globally.

FDIC to launch innovation office to help banks compete with fintechs

FDIC Chairman Jelena McWilliams told an American Bankers Association conference in New York that federal bank regulators could do a better job of encouraging institutions to innovate, which is partly why the most dynamic changes are occurring outside the

TD propels 10 innovative solutions designed to prepare workers for an inclusive future

The TD Ready Challenge awarded a total of CDN $10 million (USD $7.75 million) in grants to help launch initiatives designed to improve income stability across Canada and the United States

JPMorgan Chase to build 'fintech' campus in Silicon Valley

"This is an important market for us and we're looking forward to expanding our footprint and attracting more of the area's top talent,"

Accelerating digital transformation in banking

Findings from the global consumer survey on digital banking

Courtiers switches on digital wealth management with InvestCloud

Global FinTech firm deploys Courtiers client portal as UK wealth manager transitions to all-digital proposition

FundGuard Launches Investment Management SaaS Platform and Secures $4 Million in Seed Funding

World's first artificial intelligence powered cloud platform to bring investment funds technology out of the "digital ice age"

BMO Launches BMO WealthPath, a New Way For Advisors to Help Clients Achieve Their Financial Goals

New state-of-the-art digital planning platform provides simple way to visualize goals and scenarios

Efma and Accenture Announce Winners of Distribution & Marketing Innovation Awards 2018

Annual awards program showcases most innovative banking projects from across the globe

Blackrock's Aladdin Adds Artificial Intelligence to Wealth Management

Aladdin’s stunning success is compelling evidence of Blackrock’s clear leadership in using AI and big data in the service of wealth management.

Fidelity launches new cryptocurrency trading platform

These institutions require a sophisticated level of service and security, equal to the experience they’re used to when trading stocks or bonds.

The Startup Trying to Disrupt Private Equity Firms

A Blackstone alum — bankrolled by Goldman — thinks he’s built a better, cheaper model for private commercial real estate investing.