Managers of Wealth Americas

Millennials Are At a Financial Crossroads And Banks Must Understand Their Mindset

Millennials are well-informed and tech-savvy investors

FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions

The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM.

Nium expands operations in LatAm

This continued expansion is a step towards Nium's commitment to revolutionizing the global payments landscape in this strategic region.

US fintech Octane raises $50m Series E funding led by Valar Ventures

The fintech reports that through its in-house lender, Roadrunner Financial, it has so far originated over $4 billion in loans working with over 30 original equipment manufacturer (OEM) partners.

Elevating multi-cloud security for a leading American bank

Custom and contextualised guardrails acted as proactive checks, preventing security misconfigurations and further ensuring compliance.

Broadridge Reports Fourth Quarter and Fiscal 2024 Results

Fiscal Year 2024 Recurring revenues grew 6% on a reported and constant currency basis

Fidelity Brings Bundled Tech Tools to Small and Mid-Sized RIAs

Fidelity defines small as firms with $250 million in client assets or less, while mid-sized firms are those with $250 million to $500 million.

Wall Street will support heavy AI spending as long as everything else is going great

Revenue grew 22% in the second quarter and income grew 58%.

SEI Wins Three Leading Industry Awards for Cybersecurity Solution

SEI Sphere Recognized for Advancements in Network Security, Threat Intelligence, and Managed Security Services Capabilities

MoneyLion joins American Fintech Council

MoneyLion empowers millions of families to take control of their financial future

Cybersecurity: A key focus for North American Banks

The new threat landscape requires systems that can adapt and evolve in real time and can actively resist new forms of threats.

How Banks Can Combat Fraud, Cybercrime With Advanced Technology, AI

Organizations must keep all customer information near real-time updated and available through APIs.

US fintech GeoWealth bags $18m investment led by BlackRock

Upcoming product upgrades include improved unified managed account (UMA) capabilities and enhanced features for tax management and alternative investments reporting.

More Americans turning to AI to manage finances

Gen Z—usually defined as individuals ages 27 or younger—were the most likely to use AI

JPMorgan rolls out Generative AI 'research analyst' to staff

Already at the desks of 50,000 staff, the next phase of the roll out has placed the product in the hands of employees of the lender’s asset and wealth management division.

Alt.bank in Brazil migrates novücard credit card infrastructure to Visa’s Pismo

With the Pismo migration now complete, the fintech says it plans to launch “several new product features” for the offering by the end of this year, some of which it claims will be “novel to Brazil”.

Microsoft's costs in focus as fears rise over slow payoff from AI

Its view echoes that of other tech companies, including Alphabet.

US-listed crypto stocks jump after Trump's pro-bitcoin speech

Trump has projected himself as the pro-bitcoin candidate ahead of the election in November.

Trump raises more than $4 million in bitcoin, other digital coins as crypto support pays off

Trump is keynoting a major bitcoin conference in Nashville, Tennessee, on Saturday.

55 Million Users and Counting: Binance Reveals What is Needed to Improve Crypto Adoption in LatAm

For this first edition of the survey, Binance collected responses from 10,000 users, addressing questions ranging from investment behaviour to market expectations, pricing and adoption.

FinTech