Managers of Wealth Americas

TMI Trust Company Chooses SS&C Precision LM(TM) to Support Growth and Innovation in Corporate Loan Agency

The solution will provide more robust reporting and analytics, and will improve transparency and auditability.

Millennials Reverse Mentor at Pershing

We have always believed that our monthly topic meeting has been one of the keys to success of the program.

Boon Investments Brings Robo- Advisory Services to the World

DriveWealth believes that dollar-based investing will enable individuals to invest their monthly savings at an affordable rate which they control.

SEI Expands Its Footprint in Family Office Services Arena

This announcement represents a modest shift in SEI’s long-held belief in purely organic growth.

Former Bain Manager Launches $50 Million Bitcoin and Ethereum Fund

The first tranche of the fund, estimated to be valued about $10m, is in the final stages of closing, and is expected to be announced by the end of this month.

China’s rich under-40s

On average, self-made billionaires’ wealth increased 29 percent.

JPMorgan among potential Worldpay bidders

Shares in FTSE 100 payment processing firm jump by more than a fifth on bid talk

How Do You Know What Your Robo is Doing?

RBC’s decision to put its Investor Gateway initiative on hold is not the first time a firm has rethought robo-adoption.

New York private schools begin accepting tuition fees in Bitcoin

He predicts that the number is likely to rise as the popularity of cryptocurrency continues to grow.

Even the most cutting-edge quant funds rely on old-school human intuition

Its chief investment officer has a PhD from Oxford with a focus on numerical optimization.

Hedge Funds Are Crowding Technology, Is That A Good Thing?

Au’s observation is supported by a recent survey conducted by Bank of America Merill Lynch showing that the strong performance of hedge funds in months is driven by the crowded trade in technology.

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.

FinTech