Managers of Wealth Americas

Commcise And RBC Collaborate To Provide Integrated MiFID II Research Payment Solution

We are excited to work with RBC to jointly offer buy-side clients

BankThink Robo-advisers must do more than help millennials build wealth

An automated adviser would need much more information than robo-advisory services typically collect during their account opening questionnaires.

BDO Unibank Renews and Expands Fiserv Relationship

Signature provides a robust, multicurrency, multichannel banking solution.

The rush to digital banking has failed to impress some clients

The paper highlights the banking industry’s rush to digitisation, which has left some clients feeling overwhelmed by features and banks undertaking digital projects ‘in the dark’ with no concrete strategy.

Bank of America simplifies money management with third-party apps

Data is shared between the bank and data aggregators through a shared API

Canadian fintech Wave raises $24 million from RBC and other investors

The fintech company says it will use the new money to accelerate product development.

Morgan Stanley Marries FAs with Algorithms

The program will also collect data from all communications via phone, email and the website and apply machine-learning to make better suggestions for generating more business from the clients, he tells the news service.

Vanguard to seize wealth management industry with its digital platform

Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years

Trust in Technology - HSBC

A study of more than 12,000 people in 11 countries into global technology perceptions and habits, conducted independently and commissioned by HSBC.

Robo advisors are taking the emotion out of wealth management — but not everyone thinks that’s a good thing

There’s no hand holding for times when markets sag and the frightened flee.

SEI Investments Company Stake Boosted by Suntrust Banks Inc.

The fund owned 8,061 shares of the asset manager’s stock after buying an additional 88 shares during the period.

New tool uses behaviour economics to figure out ‘wealth personality’

Technology helps advisors identify clients’ blind spots

Bank Of Canada Backs Off Blockchain

Bank of Canada (BOC) announced today that blockchain technology is currently incompatible with its central banking system.

Fintech's decentralized nature challenges regulators as industry transforms banking

Banks are taking multiple approaches to developing systems, and any kind of collaboration on standards is at a very early stage.

Q10|iCap Realty Advisors Selects SS&C to Support its Growing Commercial Loan Portfolio

The system also supports multiple methods of automated payment processing, including primary servicing and shadow servicing.

Nasdaq and Citi Announce Pioneering Blockchain and Global Banking Integration

The partnership between Citi and Nasdaq leverages Chain’s blockchain infrastructure platform and draws on core competencies from industry leaders who are at the forefront of innovation in the global financial sector.

SS&C GlobeOp Forward Redemption Indicator: May notifications 3.08%

Forward redemptions as a percentage of 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.

HSBC Starts Global Roll-Out of Virtual Platform for Business Borrowers

Customers are able to speak to their banking representative at the same time in order to review or complete an application.

Baker McKenzie, Eversheds, Latham Top Mobile Tech Push

Fliplet’s survey of the top 300 law firms headquartered in the U.S. and U.K. reported on May 16 that 24.3 percent have at least one application designed for use by the general public

We’re seeing how far we can push artificial intelligence in asset management: Man Group’s Lagrange

GLG has spent significant time building algorithms to test different investment functions to determine where humans retain an edge.

FinTech