Managers of Wealth Americas

Fiserv partners with fintech startup to launch digital adviser

Bank Innovation and Fiserv developed the accelerator program with support from multiple participants including financial institutions and industry mentors.

Asset managers failing to adapt to digital world

We believe the financial industry is at of the beginning of a new, digital era.

iCapital Network Deepens Hedge Fund Capabilities

Most recently, iCapital’s survey findings revealed that more than 75% of respondents say they are likely to invest in hedge funds over the next 12 months.

Robos get the press, but adviser tech is getting the money

Take the $140 million in funding that Silicon Valley-based Addepar recently raised from sources including SpaceX backer Valor Equity Partners.

Hearsay and Moz Rank SEO Winners in Wealth Management

We’re seeing a steady uptick in consumers going online

$1bn Canadian robo giant set for September UK launch

Our mission is to make smart financial services accessible to everyone in the world.

Instinet Agrees to Purchase BlockCross ATS from State Street

Instinet will operate the ATS using the same BlockCross team, who will join Instinet’s office in Boston.

Vanguard rides robo-advice wave to $65B in assets

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch

Aité Group Ranks NexJ's Wealth Management CRM as Top for Functionality and Technology

Many of these trends tie into the increase Aité Group sees in companies replacing existing CRM, evaluating new systems, or expanding their system's functional capabilities.

SS&C GlobeOp Forward Redemption Indicator: June notifications 3.59%

SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.

BlackRock takes Scalable Capital stake in Europe 'robo-advisor' push

Technology is not just a competitive advantage but a requirement for wealth management businesses to be successful in the future.

How robo-advice is evolving across the world

Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."

Pershing Launches Its Integrated Wealth Experience

Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities

BlueRock Wealth Management Partners with FutureVault

The BlueRock Vault will be available to select members via the BlueRock Wealth Management site.

J.P. Morgan launches of Cross-Currency Sweeps and Just-in-Time Funding

When combined, both offerings provide powerful, first-of-its-kind solutions to the daily challenges treasurers face.

Misys and D+H join forces to create the world’s third largest Fintech company

Operating under the new company name Finastra, the combination will create the third largest financial services technology company in the world.

Mayhem for advisers after general election

Those who have met him do not expect him to be like the pensions secretaries under previous governments when previous pension secretaries were drafted in with little pension experience.

Washington Trust Wealth Management Adopts SEI Wealth Platform

The Platform will help enable Washington Trust to provide a significantly improved end-client experience.

Cetera Financial Institutions introduces insurance-focused portal for bank and credit union-based financial advisors and clients

Portal launched with Covr Financial Technologies will streamline experience of selecting and purchasing insurance solutions

SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3

The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.

FinTech