Managers of Wealth Americas

Coinbase ramping up remote hiring in 2025, paying up to $340k salaries

The most senior role is an engineering leader for the Coinbase Developer Platform, which pays up to $340k in salary alone.

IBN Technologies Steps Up to Support Small Businesses Following Bench Accounting's Sudden Shutdown

With their proven track record and tailored solutions, IBN Technologies ensures that businesses can maintain financial stability and focus on growth during this challenging time.

Banks Adopt Behavioral Biometrics as CFPB Cracks Down on Digital Payment Fraud

Behavioral biometric systems analyze various aspects of user behavior for identity verification.

Super funds slowly integrate AI, navigating regulatory challenges

As part of JP Morgan’s research, State Super CEO John Livanas emphasised the transformative impact of machine learning on the fund’s investment management and operations.

State Department Federal Credit Union (SDFCU) Launches New Digital Banking Platform

This evolution in digital banking reflects SDFCU's commitment to serving members with unparalleled effectiveness.

Binance.US plans to restore USD services in early 2025 — Interim CEO

Binance CEO Richard Teng recently said it was “premature” to discuss the exchange’s return to the US.

Wall Street Exchange taps TerraPay to boost cross-border payments

WSE’s collaboration with TerraPay enhances financial accessibility for individuals and businesses, especially those who rely on cross-border payments to support family members, pay for services or conduct business internationally.

Broadridge Collaboration with CCRI Expands ClearFi Platform, Adding Crypto Sustainability Data

Comprehensive solution for clients required to disclose sustainability metrics and generate whitepapers as per EU MiCA regulation

SEI Announces Strategic Partnership with Pension Insurance Corporation

Streamlines Bulk Transfer of Benefits into SEI Master Trust among Buy-Out Arrangements

10 key stories on AI and wealth management in 2024

By the end of 2024, seemingly every financial technology company offered some sort of AI functionality, whether anyone on the user side asked for it or not.

SEI Acquires LifeYield

New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities

SEI and Phillies Kick Off Contest for Mural at Citizens Bank Park

Mural Reinforces Shared Commitment to Community, Local Artists Invited to Submit Concepts by February 14, 2025

FV Bank becomes first US digital bank to offer traditional and digital asset services

The expansion builds on FV Bank’s successful integration of Circle’s USDC in September 2021.

Broadridge Announces First-of-its-Kind AI-Powered Algorithm Insights Service

This is the first and only solution of its kind, using advanced AI to leverage public and private data to understand the liquidity landscape, particularly potential dark fill location.

BlackRock reveals key motivation behind launching crypto ETFs

James highlighted the success of Bitcoin ETFs, noting that some of these have been among the most successful launches ever.

US explores feasibility of settlement network for multi-asset transactions

Interoperability is required as at the moment

Nuvei introduces blockchain-based payments in Latin America

The solution benefits from Visa’s wide acceptance and simplifies corporate treasury management, offering faster cross-border transactions, secure digital asset custody, reduced currency complexity, and improved operational liquidity.

Meta applies for ERISA exemption to use captive

This proposed exemption also would require Meta to delegate fiduciary oversight of the reinsurance arrangement

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

Not All Private Bankers Immune From AI Disruption

One of the roles with the lowest potential for automation is personal financial advisors.

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