Managers of Wealth Americas

‘Funding secured’: The 17 most unbelievable things people in tech said in 2018

The list is, perhaps unsurprisingly, jointly dominated by Facebook executives and Tesla CEO Elon Musk, both of whom had a trying year under the spotlight.

For Digital Banks 2018 Was A Year Of Celebration

Is it really as good as it seems?

Coinbase CEO To Donate Crypto Wealth, Joins Buffet-backed Philanthropic Effort

Now, just six years later, his personal net-worth has presumably swelled to hundreds of millions, if not billions — on the back of the Bitcoin craze.

Bitcoin “a pyramid scheme” says CFA Institute

In a very accurate review, the CFA Institute says of Bitcoin “Whatever it is, it is not a legitimate investment.”

GeoWealth Secures Strategic Investment from J.P. Morgan Asset Management

GeoWealth's cloud-based wealth management technology platform provides advisors a comprehensive suite of features to efficiently manage their practices.

Citi Partners with Feedzai to Provide Machine Learning Payment Solutions

Citi will be integrating Feedzai’s transaction monitoring platform powered by advanced machine learning technology, into its own proprietary services and platforms

2018’s Digital Engagement Leaders in Asset Management - Robust Personalization and Differentiation

While we saw a number of notable digital experiences, five asset management firms rose to the top.

Lincluden accelerates and simplifies rebalancing with Advent Genesis

Lincluden went live in June 2018, and has already seen measurable improvements over its previous system – particularly the speed and ease of rebalancing with Advent Genesis.

‘Bitcoin will be the digital store of wealth in the future’: Mike Novogratz

The process of tokenization is also accelerating with Novogratz pushing for more “tokenized objects” in the future, from “LP interest in funds to arts.”

America Could Lead the Transition to a Digital Currency Reserve

It would also put the United States at the heart of a more open and equitable financial system.

Backstop Solutions Group to Acquire BarclayHedge

Leading cloud-based technology provider deepens its productivity portfolio for institutional investors by adding capabilities in alternative investment data and indices

Online Security Firm Enters Contract with Crypto-Mining Technology Provider

We see this transaction as a validation of Hilltop’s technology and our sales strategy. It’s notable that Island Mining and its CEO have the foresight to recognize that cryptomining without basic security is not an optimal strategy.

Kofax RPA Wins DM Award for Artificial Intelligence / Robotic Process Automation Product of the Year

Recognised as Finalist in Seven Categories, Kofax Named Leader in New Category Reflecting the Evolution of the Document and Content Management Sector

Brazilian challenger Nubank breaks down doors with debit debut

This news may not be a big deal to some, but it’s another sign that Nubank is moving along fairly well and trying to shake up the old order.

Planning for technology stack success BY Bob Conchiglia, SS&C

Are you confident with your technology partners?

CI Financial to buy majority stake in Canadian robo-adviser

“We are delighted to enter this strategic partnership,” said Tea Nicola, Co-Founder and Chief Executive Officer of WealthBar.

Objectway mentioned in Gartner’s Market Guide for Digital Banking Platforms

This Market Guide provides Gartner’s initial coverage of the market and focuses on the market definition, rationale for the market and market dynamics.

Global Custodian’s Industry Leaders award winners announced

SS&C’s Bill Stone takes home Lifetime Achievement award as Pershing, Trident Trust, Ultimus, Digital Asset, BNP Paribas and Morgan Stanley all win big.

Morgan Stanley Announces Technology Partnership with Yext to Enhance Financial Advisors’ Digital Presence and Increase Prospecting Success Through Intelligent Search

By maintaining current page design on the front end and using the Yext Knowledge Engine for our backend website management technology, Morgan Stanley Financial Advisors will now be able to quickly and seamlessly engage with clients and prospects in the mo

Swanest launches Risk & Return Scanner for financial media

The Risk Scanner is easy to include in the website of any financial media and is available in two versions: a white-label solution on a subscription basis, or a branded version with a revenue-sharing model.

FinTech