Managers of Wealth Americas

Banks Overwhelmingly Embarking on the Digital Transformation Journey

Only 1 percent of banks have yet to make the leap, WBR found.

What’s Driving The Treasurer’s Evolution — Beyond Technology

A new report from Strategic Treasurer identifies a host of ways other than technological innovation that the corporate treasurer’s role has evolved.

MetLife joins R3 distributed ledger consortium

MetLife is proud to be the first multinational insurer and 60th member to join the R3 group.

BAC San Jose Puesto de Bolsa selected IMSplus

The Banking operations are headed by BAC San José, a regulated bank, with subsidiaries active in securities, insurance and pensions.

Manulife partners with indico to develop AI and Deep Learning tools to analyze financial data

To analyze unstructured financial data

"Navigator" Tool Extends Access to Envestnet's Portfolio Management Consulting Capabilities

The tool filters more than 1,500 multi-asset class portfolio solutions, using five questions, in order to help advisors address a variety of investment needs for end investors.

US Bank joins robo investment movement with FutureAdvisor

FutureAdvisor's strategy is geared towards collaboration with major financial institutions.

Capgemini Named a Leader and a Star Performer for IT Outsourcing in Global Banking by Everest Group

Everest Group’s PEAK Matrix™ Assessment 2016 Recognizes Capgemini’s Forward-Looking, Collaborative Approach

Why Fintech Startups Are Flocking to a 124-Year-Old Bank in Kansas

Three years after moving to Kansas, the pair used their own savings to purchase the 124-year-old CBW Bank, Weir’s sole financial institution.

U.S. Bank Wealth Management Announces Partnership with FutureAdvisor

The service is expected to be available to U.S. Bancorp Investments clients in 2017.

Innovest Named to 2016 Inc. 5000 List of America’s Fastest-Growing Private Companies

Inc. Magazine released its 35th annual Inc. 500|5000 list of fastest growing private companies in America and Innovest has once again made the list.

Robos and Apps Behind Big Bump in Clients

The study’s authors attribute the spike to the proliferation of automated advice offerings geared toward retirement plan participants and to the growing use of online and app-based financial account access tools.

Is UBS Bleeding Blockchain Talent?

He is also the lead of UBS’s Crypto 2.0 Pathfinder research looking into Blockchains and their impact on business models.

SS&C Technologies: Expect Underperformance To Persist

The scope for continued acquired growth has substantially diminished.

Polychain Capital offers a new spin on the cryptocurrency hedge fund

Unlike other cryptocurrency hedge funds out there, Polychain won't be amassing a portfolio of just Bitcoin or Ether.

Retail Investors Seek Man-Machine Balance

Robo-advisors are all the rage -- but the technology has its ceiling.

New core banking software project for Temenos in Canada

The vendor is already well established in Canada’s credit unions space

Meridian Credit Union plans to take on top Canadian banks by launching own bank

Meridian’s digital proposition will be available nationwide, online and on mobile.

Smead Capital Management rolls out SS&C wealth platform

Smead Capital Management manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions with a value-oriented investment discipline.

Vanare, Redtail Streamline Account Opening for Financial Advisors and Their Clients

The moment the client onboarding process begins, clients, advisors and their support staff will know the real-time status of the account, with straight through processing to the custodian.

FinTech