Managers of Wealth Americas

Wells Fargo rolls out Paze online checkout option to customers

Wells Fargo is not the only lender rolling out the technology to its customers

Devexa launches wealth management customer support capabilities

The new features, which are readily available out-of-the-box via the Devexa widget, include historical performance charts, asset allocation views, and market value tracking, all with flexible time filtering.

Citi and Google Cloud Announce Strategic Agreement to Modernize Citi's Technology Infrastructure and Drive Innovation

Citi will use Google Cloud's Vertex AI platform to deliver generative AI capabilities across the company

SEI Launches Generative AI Framework to Enhance Operational Excellence

SEIGPT Boosts Productivity and Efficiency for SEI and Clients

iCapital seals deal to scoop up AltExchange

Lawrence Calcano, chairman and CEO of iCapital, emphasized how its newest partnership with AltExchange can help clients collect, extract, and organize their data more efficiently.

FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies

New solution expands FusionIQ's portfolio of easy-to-implement products, bridging the gap between payments and wealth management.

Amplify Welcomes Kingswood Wealth Advisors to All-in-one Wealthtech Platform

Global wealth manager with $2B in US AUM will utilize Amplify to enable the next generation of tech-forward advisors

FreeWill Launches Estate Planning Platform Estately

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period

Envestnet rolls out customizable options strategy for HNW clients

This new Options QP strategy, which will allow advisors to build better portfolios around low-cost basis shares and other investment needs, is a great addition to our suite of personalized solutions

Nasdaq to Join the American Bankers Association’s Partner Network as a Premier Partner

ABA members will also have the chance to learn more about Nasdaq’s suite of corporate governance solutions.

How insurance asset owners are using technology to drive efficiency

Technology already plays a key role in overcoming resource constraints for insurance asset owners

The Family Office Cybersecurity Report, 2024

This edition highlights the increasing sophistication of cyber threats

Microsoft shareholder proposes firm look into investing in Bitcoin

Microsoft’s board is recommending voting against it, arguing they already “evaluate a wide range of investable assets,” including Bitcoin.

Ripple files Form C, appeals SEC ruling on XRP institutional sales

Ripple challenges SEC’s ruling on institutional XRP sales, claiming the Howey test was misapplied.

SEI Reports Third-Quarter 2024 Financial Results

Net Sales Events, AUM, and AUA Drive Record Quarter

Morgan Stanley Research Announces AskResearchGPT Powered by OpenAI

The generative AI-powered assistant for Investment Banking, Sales & Trading and Research supports staff in efficiently surfacing and distilling high-quality insights from the expansive body of Morgan Stanley Research

Dwolla joins Plaid to future-proof Pay by Bank Payments

Looking to the future, the partnership with Plaid could also enable Dwolla’s customers to mitigate ACH return risk and perform enhanced fraud detection and prevention.

Canada’s Koho launches in-app eSIMs with Boxo and Airalo

Both start-ups previously collaborated on combining these capabilities into a white-label solution in August

TD Bank Joins LTX, A Broadridge Company, As a Liquidity Provider

TD Bank will contribute axes, or pre-trade indications of interest, to LTX’s Liquidity Cloud and utilize LTX’s RFQ+ protocol to provide Investment Grade and High Yield bond liquidity to its institutional clients.

Hazeltree Expands zConnect Platform, Revolutionizing Bank Connectivity for Hedge Funds and Private Equity Firms

Effective bank connectivity is crucial for firms operating in the hedge fund and private equity spaces

FinTech