Managers of Wealth Americas

Zuckerberg apologises with full-page newspaper ads

'This was a breach of trust, and I’m sorry we didn’t do more at the time.'

What to make of Morgan Stanley's new robo

The brokerage's focus on digital could be a way to retain younger clients or an effort to catch up with Merrill

Integration Update: Everysk Technologies and Black Diamond now available

Black Diamond is revolutionizing the wealth management experience with innovative, cloud-based tools that strengthen connections with clients and prospects.

SS&C Outsourcing Services makes the 2018 IAOP Global 100 List

The entries are then reviewed by a prestigious panel of expert judges from industry, financial services, and academia.

Amazon in wealth management? What about Costco or Target?

“People may roll their eyes in the land of wealth management and financial services, but it’s no longer a place for just banks. They don't own it anymore,”

Trade war top among global investor fears: BofA-ML survey

The emergence of trade war as a top concern comes at a time when US President Donald Trump has announced that he would impose tariffs on steel and aluminium products. Read more at: //economictimes.indiatimes.com/articleshow/63401288.cms?utm_source=conte

SS&C Advent Genesis recognized in Fund Technology awards

This recognition tracks well with the reception Genesis has received from clients upon its debut.

SEI and Quovo enter into partnership for data platform

Technology to Increase Transparency, Provide Seamless Client Experience

Private Wealth Systems Expands LATAM Presence

A family office in Latin America selects fintech innovator for account aggregation and multi-asset portfolio management.

AlphaCore Capital launches new factorE wealthtech tool

AlphaCore Capital, a La Jolla-based wealth management firm, has launched factorE, a wealthtech tool powered by machine learning, designed to uncover the risks and exposures of multi-asset portfolios through visual simulations on a single interface.

Merrill Lynch Makes Surprising Technology Addition to US 1 List

The company designs, develops and supplies semiconductors and collects royalties on wireless handheld devices and infrastructure based on its dominant position in CDMA and other related technology patents.

BMO Wealth Management Adopts SEI Wealth Platform

Unified Platform Continues Market Momentum in 2018, Providing Scalable Solution to Support Firm's Focus on Growth

Digital wealth management platform adds powerful direct indexing to Wealth Platform

"Our direct indexing feature empowers advisors to customize client portfolios in a tax-efficient manner."

NorthCoast Asset Management Selects SS&C

Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations

Optimizing Investment Banking Costs, Banca Is Shaping Crypto Asset Management

The analysis of big data provides ratings for each member’s business level, professional skills, and reliability.

Artificial Intelligence Hedge Funds Had Worst Month On Record

The Hedge Fund Research index, tracking all discretionary funds, posted a 2.4% decline for February.

ALM Intelligence Identifies Best Innovation Strategy Consultants

The most immediate repercussion is a ratcheting up of clients' prioritization of speed to measurable outcomes.

Swarm launches first major update to Swarm Asset Management Network Alpha

Swarm, a blockchain for private equity and hedge fund investments, has launched the first major update to the Swarm Asset Management Network Alpha.

SS&C to acquire N. American fund administration business

Acquisition to add recognized expertise in administering complex fund structures and bolsters Canadian presence

Big Banks Beginning to Sing the Crypto Tune

The interest that banks are showing in blockchain and cryptocurrency technology is bound to be a boost of confidence for crypto traders and miners who had been rocked by the downturn witnessed earlier this year.

FinTech