Managers of Wealth Americas

Wells Fargo takes aim at fintech start-ups

The world’s largest lender by market value is set this summer to allow customers to make immediate transfers over ClearXchange, a network owned by seven big banks.

DST Systems Will Sell NACC Business in $410M Deal

Broadridge is a leading global provider of investor communications and technology-driven solutions for capital markets, wealth management, and asset management firms and corporations.

Microsoft Pays $26 Billion for LinkedIn in Biggest Deal Yet

The deal is a way for Microsoft, which largely missed out on the consumer Web boom dominated by the likes of Google and Facebook Inc., to sprint ahead in social tools in this case, for professionals.

Broadridge Announces Acquisition of 4sight Financial Software

4sight’s proven solutions and global client footprint complements Broadridge’s strong North American presence in the securities financing market.

Being ‘Just a Bank’ is Not Enough

Powerful trends are transforming the banking industry, creating a consumer-to-business era where players like Google, Apple, Facebook and Amazon are setting the tone for the future.

How the Internet of Things will change banking

Some industries, such as commercial real estate and the insurance industry, have been quick to embrace the benefits of IoT innovation.

Bank of America's 'digital ambassadors' seek to bring customers into the 21st century

In other words, sometimes adoption of even the best technology requires hand-holding and assistance from living, breathing people.

The banking balance: technology and informed risk decision making

But how can technology be effectively used to help the organisation make the best decisions to manage its risks?

Goldman Sachs to underpin new digital bank with Infosys tech

GS Bank is a New York State-chartered bank. It stems from the Goldman Sachs’ acquisition of the online banking business of General Electric, GE Capital Bank.

Pershing adds AltX hedgefund intelligence platform to alternative investment centre

The addition of AltX will help advisors evaluate hedge fund investment opportunities by providing them access to hedge fund market data, insights and analytics.

Hedge fund boss welcomes day when computers take over

Ellis though suggested that the collaboration may not be necessary in the future and accused fellow fund managers of underestimating the influence that technology will have on the industry's future development.

BNY Mellon's Pershing Launches New Solutions and Resources to Help Firms Comply with the DOL Conflict of Interest Rule

Each of the solutions and resources are designed to help financial services firms address changes in the following key areas: transitioning to an advisory model, exemption compliance, supervision and surveillance.

SS&C Brings Powerful New API Capabilities to Black Diamond Wealth Platform

New release delivers a unified advisor dashboard and investor portal, with seamless deep integration capabilities

DriveWealth Partners With CreditEase To Launch First Chinese Robo-Financial Management Tool

Through its partnership with DriveWealth, CreditEase is able to provide Chinese investors with globally diversified managed portfolios.

Winklevoss Digital Currency Exchange Expands into Canada

Winklevoss said Gemini would open another international location over the next two weeks.

Deutsche Bank discards plans for U.S. digital bank -memo

In last year's management reshuffle, Deutsche Bank made former operations chief Henry Ritchotte responsible for development of the new digital bank in the United States.

E-Trade to Introduce Robo-Advisory Service

It is a bit of a twist on the offerings of rival firms, which only offer exchange-traded funds.

Totum Wealth Opens New Office Location to Support Company Growth

Totum most recently announced a strategic partnership with Envestnet | Yodlee

Pershing Unveils New Technology Capabilities that Enable Firms to Define Their Own Digital Wealth Management Experience

Whether it's native development of Pershing's own technology, or the integration of third-parties, all developments at Pershing are done with the client first and foremost in mind.

JPMorgan: Package Robo-Advice as ‘Amazon Prime-Style’ Freebie

A JPMorgan spokesman for the asset management division, however, tells the newswire the firm is “committed” to digital services.

FinTech