Managers of Wealth Americas

Eze Castle Integration Named Best Cloud Provider in the 2017 Hedgeweek Global Awards and Fund Technology Awards

Clients rely on Eze Castle Integration to be their trusted technology provider

USA credit union members to bank through voice interaction technologies

Customers using the technology will be able to ask about an account balance or pending payment

LendingPoint Partners with FinWise Bank to Give More Credit Access to Customers Nationwide

Deal Allows LendingPoint to Offer Full Suite of Loan Products Across the U.S.

Investment platform Motif launches value-driven automated investment service

Creating a new portfolio product online is as easy as choosing which “value”-based investment is most important of the three, and determining your investment goals.

Carret Asset Management Recognized as a Top Guns Manager for the 3rd Consecutive Quarter by Informa Investment Solutions

This award recognizes Carret as a leading fixed income manager.

Carlyle to sell ITRS to TA Associates

TA Associates has agreed to acquire ITRS, a software vendor for the financial services industry. The seller is The Carlyle Group. No financial terms were disclosed. William Blair is serving as financial adviser to ITRS on the transaction. The deal is expe

First Global Fintech Fund for the Underserved Closes with $141 Million in Capital Contributions English

The Accion Frontier Inclusion Fund, managed by Quona Capital, invests in companies that innovate to expand access to financial services to underserved consumers and businesses in emerging markets

Warren Buffett's advice 'doesn't work anymore,' robo-advisor CEO says

Betterment estimated its tax-loss harvesting service can add 0.77 percent to an average customer's after-tax returns annually.

TA Associates Announces Minority Investment in Interswitch

Interswitch has become a leading provider for payments solutions in an emerging and rapidly growing market

Citi Launches APIs for Treasury Services

API based integration is one of the biggest topics across the industry.

Bank blockchain choices may come down to IBM vs. Microsoft

On Tuesday morning Microsoft announced it’s part of a new consortium called the Enterprise Ethereum Alliance.

Tech and regulations among 5 forces shaping life insurance in 2017

Talent has emerged as a new force in EY's ranking, compared to last year's outlook.

Fiserv wins 2017 Private Asset Management award for best technology platform

Unified Wealth Platform from Fiserv recognized as best in category for its innovation, robust capabilities, scalability, security and new user experience

Merrill Lynch Wealth Management revamps mobile app

Available on both iPhone and Android devices, the improvements build on capabilities introduced late last year

Lux Capital closes $400 million fund to back startups inventing the future

The firm has also backed several neuroscience startups including Kallyope, Halo Neuroscience and Cala Health.

Wells Fargo robo-adviser to target young, first-time investors

We know that there are many customers ready to take an early step in their investing life

JPMorgan software does in seconds what took lawyers 360,000 hours

A new era of automation is now in overdrive as cheap computing power converges with fears of losing customers to startups

Who’s Under Threat From Robo Advisors?

Robos are a problem for advisors who charge 1% and “don’t do a damn thing” beyond what their automated counterparts can do for much less, adds Napolitano, who manages about $370 million with another $230 or so in his clients’ broke

Why Single-Family Offices Are Investing In Bitcoin To Diversify Portfolios

Bitcoin is also decentralized, meaning there are not any institutions controlling the currency.

Capital Investment Companies Collaborates with Pershing

By providing their investment professionals with a strong foundational platform that delivers industry-leading technology, Pershing is providing innovative solutions to help them grow their businesses and more efficiently service their investors.

FinTech