Managers of Wealth Americas

TD Bank Group and The Hydrogen Technology announce North American agreement to bring automated, digital investing solutions to TD clients

The agreement makes TD the first Canadian bank to offer clients the ability to independently create financial plans and investment portfolios, all seamlessly integrated via an online brokerage account.

Citigroup is making cryptocurrency investments less risky for Wall Street

The banking titan now lets you invest in cryptocurrencies without owning them

How Artificial Intelligence Will Transform Wealth Management

AI has the potential for greater returns for both ourselves and our clients.

Bank of China’s US branches goes live with Fenergo solutions

Fenergo CLM provides BoC US Branches with an end-to-end client management solution

First Hawaiian Bank Says “Aloha” to Voice Banking

Bank will be first based on the Island to offer voice banking to its customers

SS&C to acquire data-sharing platform for $1.5B

Acquisition increases key account footprint and adds cloud-based virtual data rooms and secure collaboration solutions for SS&C's banking and alternatives clients

SS&C's Black Diamond Wealth Platform Now Integrated with LifeYield's Taxficient Score

"The key to success in a rapidly changing industry is to embrace technology that enhances the client experience and improves outcomes.

Rockland Trust Adopts SEI Wealth Platform

SEI's Market Momentum Reflects Increased Consumer Demand for Full-Service, Digital Technology

Digital Wealth Management Firm Apex Clearing to Launch Crypto Investment Subsidiary

Apex Crypto will offer a robust range of coins, including Bitcoin, Bitcoin Cash, Ethereum, and Litecoin, among others

Goldman Sachs is ditching near-term plans to open a bitcoin trading desk — and instead focusing on a key business for driving Wall Street investment in crypto

The bank is downgrading the plans as the regulatory landscape for crypto remains uncertain

Flaw in Fiserv banking platform exposed personal data

Together with KrebsOnSeceurity author Brian Krebs, Hermansen worked to verify whether or not the flaw was exclusive to his own bank's installation of the platform.

Organizations still feel vulnerable to attack despite implementing cybersecurity standards

The report found that 60% of organizations that have implemented cybersecurity standards believe it is likely that they are still a target for an attack.

Swarm Fund Joins the OpenFinance Network

“Our agreement with Swarm Fund connects OFN to a pipeline of security tokens representing real-world investments,” said Juan Hernandez, founder of OpenFinance Network.

Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting

Tamarac announces major search engine functionality and Relationship Diagram to improve platform experience for RIAs and family offices

Kingdom Trust Launches Lloyd's Of London-Insured Qualified Custody Platform For Digital Currency

Pioneer in qualified custodianship of digital assets adds insurance to its industry-leading digital asset custody offering.

America’s Oldest Central Bank Explores CryptocurrenciesA

Rawdon Adams, the Chief Executive of Bitt explained the need for a digital currency for the two island nations which are constituents of Netherlands. Adams highlighted:-

Major Financial Institution Acquires Cryptocurrency Software Firm

EY is one of many major financial firms looking into cryptocurrency investments and services.

Deutsche Bank buys stake in Modo to expand payments biz to non-bank platforms

Deutsche Bank says that Modo's technology will help it expand its existing digital B2B and B2C payments business.

Private Capital Group selects ERS's Practice Advantage solution

Integrated Solution Enables Advisors at Private Capital Group to Scale & Grow as They Add More Retirement Plans

ActiveAllocator Deploys Cutting Edge Asset Allocation Platform for South Africa

We intend to take ActiveAllocator to under-served territories and extend the reach of our platform

FinTech