Managers of Wealth Americas

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

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

Why digital banking and robo advice are pairing up

Sometimes they are rivals, sometimes they are working as partners, and sometimes the lines are unclear.

Automation could thin Citigroup's investment banking unit jobs: FT

"We've got 20,000 operational roles. Over the next five years could you make it 10,000?" Forese was quoted as saying in the FT article.

Citing Vanguard, InvestCloud Expands Its Trans-Atlantic Footprint

InvestCloud looks across the Atlantic in its purchase of London-based tech company rplan. The acquired client engagement provider’s clients include four of the top eight institutional asset managers in the U.K.

Crypto Trader Apologizes for 1,200% Gains

According to Business Insider, some of these cryptocurrency elite are even somewhat ashamed of their ridiculous gains.

Facebook shared user details with firms after cutting developers' access

Wall Street Journal details access to data during 2015

Janney Montgomery Scott Selects Vestmark’s Model Trading Service

Janney began using the VestmarkONE portfolio management technology platform in 2013 for portfolio management and trading.

Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

BBVA Compass Adopts SEI Wealth Platform

Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth

SST Awards 2018: Best Outsourcing Provider to the Sell Side—Broadridge Financial Solutions

As part of its bid to engage customers, Broadridge has transformed its outsourcing dashboard to attract the next generation of clients.

Principal Financial Group Acquires Digital Advice Platform

The $670 billion AUM Principal Financial Group has been working with the fintech provider since last year. RobustWealth will continue to license the platform to firms outside Principal.

J.P. Morgan Launches Enhanced Digital Target Date Compass Program

An Industry-Leading Program to Evaluate and Select Target Date Funds Gets Even Better

Artivest and RBC Wealth Management launch alternatives platform for HNW

The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.

Cyber crooks claim to hit two big Canadian banks

Bank of Montreal and Canadian Imperial Bank of Commerce (CM.TO) said on Monday that cyber attackers may have stolen the data of nearly 90,000 customers

Virtual reality in wealth management? It's happening

VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.

Pershing selected as custodian for new $600 million RIA

Pershing Advisor Solutions has powered Dakota advisors transition to the new firm platform.

The innovation wave for banks by Profile Software

Latest technology and methodologies are utilised in its digital banking offering with a number of successful implementations around the world.

Canadian £1.2bn robo targets UK pension wealth

The robo-adviser has raised £122 million in funding from investment firm Power Financial Group.

Profile introduces Axia Robo Advisor that delivers unique automation to address new markets

The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.

StatPro signs cloud conversion and extension deal for top 10 global fund administrator

Fund administrators are increasingly required to provide a wide range of complex technologies to deliver the services that asset managers need.

FinTech