Managers of Wealth Americas

Are Humanoid Robots & AI the Future of Banking Industry?

If the robots are able to enhance customer experience, HSBC will roll these out to its 228 U.S. branches.

Merrill adds Zelle to wealth management app to let clients make payments

But advisers say they don't see using apps like Zelle or Venmo to collect client fees

B.C. pension fund heavily invested in oil: UVic study

The corporation invests pension money on behalf of about 560,000 British Columbians working in the public sector.

The robots at HSBC aren't bankers. Yet.

After seven months of testing the robot with customers, the bank introduced Pepper on Tuesday at its flagship Fifth Avenue branch in Manhattan.

Focus Financial acquires minority stake in fintech firm SmartAsset

Wealth manager Focus Financial Partners has bought a minority stake in New York-based fintech firm SmartAsset.

LatAm HNWIs lead demand for hybrid and Big Tech WM

Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.

Lincoln Teams with Orion on Annuities Data Platform

Lincoln Financial and Orion partner on an annuities platform, Seaward Management rebrands and Alex. Brown adds an LA-based team.

SS&C GlobeOp Forward Redemption Indicator

Investors may, and sometimes do, cancel redemption notices. In addition, the establishment and enforcement of redemption notices may vary from fund to fund.

Ascensus Announces Acquisitions of Swerdlin & Company and SES Advisors

Deals Enhance Firm’s Diversified Retirement Offerings and Boost Its ESOP Capabilities

Creating An Innovation Culture At Brazil's Banking Giant Itaú

This is when digital director Rubens Fogli had to start a department focused on injecting innovation into the company's products from scratch.

Deloitte and ForgeRock Announce Alliance to Provide Advanced, Global Customer Identity and Access Management Solutions

ForgeRock's customer identity and access management solutions enable organizations to securely identify, protect and respect the preferences of each customer on whatever device, app or service they're using.

Envestnet Announces New Partnership with Hancock Whitney Bank

Thirty-four of the 50 leading banks use Envestnet to help design, develop, and deploy a more profitable operating model for managing their client's retail, high-net-worth, and institutional businesses.

Robo Advice and beyond. What are the gains?

Axia Robo Advisor with its cutting-edge technology achieves a unique user experience, delivering a complete offering of omni-channel wealth management services, adding significant value to their operations.

U.S. Bank marketing robo adviser beyond the millennial set

The bank first struck up the partnership with Blackrock in 2016.

Financial technology firm and Altegris Complete Merger

The Altegris family of private and public alternative funds retains the Altegris name, as previously announced, and will operate as the asset management division of Artivest.

Bank Of America Intros AI-Driven Personal Assistant

Bank customers can ask Erica to search for past transactions, navigate the app, find bank routing numbers or the nearest ATM, schedule meetings with bankers, view bills and schedule payments.

Bank Group Savages Cryptocurrencies

However, since the BIS says cryptocurrencies will never attain full-blown currency status, the comment about the internet is gratuitous.

Novogratz Invests $15M To Mass Produce Crypto Exchanges For Illiquid Assets

AlphaPoint was founded in 2013 to help cryptocurrency exchanges build out their infrastructure but has since expanded its service to include a wide range of other assets.

SS&C GlobeOp Hedge Fund Performance Index at 1.57 per cent in May

“In fact, year to date 2018 flows are running slightly better than a year ago, indicating stability in overall capital movements.”

Morgan Stanley gives close-up look at new adviser technology suite

Firm betting tech will increase wallet share and move brokers towards financial planning

FinTech