Managers of Wealth Americas

Salesforce announces new initiative to invest in startups changing the world

The first class of startups to receive funding from the Salesforce Impact Fund span these areas of interest.

Gartner Reveals Top Predictions for IT Organizations and Users in 2018 and Beyond

"Technology-based innovation is arriving faster than most organizations can keep up with. Before one innovation is implemented, two others arrive," said Daryl Plummer, vice president and Gartner Fellow, Distinguished.

New Crypto Index Fund To Launch With Backing From Naval Ravikant

Though Horsley and his cofounder Hong Kim do not have backgrounds in either crypto or traditional finance, they have secured some big names as investors/advisors

Envestnet to Acquire integrated wealth management technology firm

Combined firm will support nearly $2 trillion in platform assets and approximately 10 million investor accounts

Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients

The single sign-on capability extends to each platform's client portal, so investors can easily view their account information and contact their advisor with questions.

Hold Up, Not Everyone Wants a Robo Advisor

Family offices hold a firm grasp on the upper levels of the financial industry.

In Blockchain We Trust? Not Yet, Say Consumers

“By using blockchain technology it is possible to cut through huge swathes of complexity.”

How to Survive Wall Street's Robot Revolution

But all hope is not lost.

Deloitte hit by cyber-attack revealing clients’ secret emails

So far, six of Deloitte’s clients have been told their information was “impacted” by the hack. Deloitte’s internal review into the incident is ongoing.

Why Real Estate Industries in Miami and UAE are Embracing Bitcoin

Bitcoin qualifies as both a store of value and a digital cash system.

SS&C GlobeOp Forward Redemption Indicator: September notifications 3.72%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds.

iCapital Network to Acquire US Private Equity Access Fund Platform from Deutsche Bank

Fund portfolio will double iCapital’s platform assets to nearly $5 billion

Capgemini strengthens its global leadership in Digital Commerce with latest acquisition: U.S. eCommerce provider Lyons Consulting Group

LYONSCG creates world-class digital commerce experiences.

Women-Targeted Robo Goes Hybrid

The company did not disclose the fees associated with the hybrid platform but said it developed the option “by popular demand.

FinFolio Launches FinFolio 2.0 App for Wealth Management and Trading

FinFolio 2.0 is a web app for professional wealth managers that does portfolio management

Moelis Sees Deal Advisers Dodging Robot Threats Faced by Traders

Banks, asset managers ‘in trouble’ due to AI, robotics

Royal Bank of Canada pilots AI-powered finance guide

Based on predictive analysis of individual behavior and spending patterns, the Personetics solution enables RBC to provide clients with an effortless way to maximize savings, while ensuring that sufficient funds are available to cover future expenses.

FinTech