Managers of Wealth Americas

RBC pilots AI-based financial insight tools

Innovations such NOMI, with its related NOMI Insights and NOMI Find & Save, are provided to clients through our RBC Mobile app

Top China-based Asset Management Firm Extends Partnership with SS&C

Financial services organizations in China have been leveraging SS&C HiPortfolio for more than a decade.

US and Tech Companies Lead in Value Creation

Six US Firms and Seven Tech-Related Companies Take Top Slots in The Boston Consulting Group’s 2017 Value Creators Rankings

How Canadian online investment manager is preparing to break the UK

The Canadian investing platform is coming to the UK next month, can it blow the competition out of the water?

Ex-Merrill Lynch WM Chief Raises $32.5M for Robo

Ellevest is entering a crowded space that includes venture capital-backed robo-pioneers Wealthfront and Betterment

AnalytixInsight Announces Content Agreement With Africa Investor

The partnership will kick-off with the participation of AnalytixInsight in the Ai CEO Institutional Investment Summit meeting on September 18-19 in New York.

Accenture acquires financial consulting company

Toronto-based technology services firm provides breadth of digital and technology integration experience

Bank of America Merrill Lynch has become the latest bank to implement AI

It gives companies the option of sending an automatic prompt to customers whose debts are outstanding.

IRS Hunts Bitcoin User Identities With Software In Tax Enforcement Push

It takes time for people to adapt, and that is one reason compliance may be poor so far.

That IBM blockchain? Northern Trust says it works

What remains to be seen is how well the technology spawned by bitcoin can perform with more frequent transactions

Eze Software partners with Trade Informatics to enhance TCA offering

“Trade Informatics delivers one of the most comprehensive, flexible and actionable TCA solutions in the market today,” said Bill Neuman

Webster Bank 'Goes Live' on SS&C's Lightning Platform

Webster Bank can redirect resources to value-add projects that support its growth and enhance its customer service.

Goldman Adds Pay, Perks in Silicon Valley War for Tech Talent

Now he’s hunting talent, seeking to lure programmers who may not have considered working on Wall Street

Bank Of The West Takes On Innovation’s Wild West

The August edition of the PYMNTS Digital Banking Tracker™ looks at the rise of new players in the digital banking space, including banking chatbots powered by AI, new investment tools for consumers and live video chat features.

CIBC launches new brand, cuts ties with PC Financial

First and foremost, we are committed to ensuring a smooth transition for our clients

Stroock Advises Instinet in Purchase of BlockCross ATS from State Street

Stroock’s FinTech team counseled Instinet in the preparation, negotiation and due diligence of vital intellectual property and information technology components.

Morgan Stanley’s diversity-focused innovation lab welcomes first cohort

Only a small fraction of all venture capital money is given to multicultural and women entrepreneurs.

Investors Lose When Asset Management is Deemed a Commodity

Even seemingly small differences, however, can make a big difference to an investor, he contends.

Fidelity allows clients to see digital currencies on its website

Fidelity Investments Inc has started allowing clients to use its website to view their holdings of bitcoin and other cryptocurrencies held through digital wallet provider Coinbase.

How Folio Forged A 'Connexion' Between Advisors And Robos

We never believed that robos would put advisors out of business.