Managers of Wealth Americas

Canadian fintech investment down by 40% over H1

The largest deal was a US$218.6M Series E investment in online mortgage lender Nesto, valuing the company at US$1B.

The United States Will Have to Share AI Leadership With China, According to Global Investors

More than half of institutional investors and wealth managers believe China will match the US within five years

FV Bank launches Global Managed Accounts

FV Bank says that the new infrastructure gives fintech companies and payment platforms a regulated foundation for neobank-style products under their own respective brands.

US state bankers associations to build industry-owned blockchain network

Bankers associations from 39 US states have banded together to create an industry-owned blockchain network.

Archway Marks Full Independence

Company unveils a refreshed brand and website reflecting its evolution as a technology and services partner to family offices, private banks, and private funds

Gemini, Apex deal reflects prediction markets move towards mainstream retail investing

Regulated prediction markets for retail brokerage clients is the latest sign that prediction markets are entering the mainstream investing toolkit.

‘Worrisome’: AI is driving a looming market correction, European central bank economists warn

Economists at the European Central Bank warn heady stock market valuations are likely to suffer a correction, even if they fairly reflect the ways in which AI will transform society.

Matera and Utila Partner to Help Banks Bring Digital Assets to Their Customers

Partnership combines Utila’s institutional digital asset infrastructure with Matera’s real-time authorization and ledger technology, enabling banks to offer stablecoin and digital asset services without replacing their core banking systems

Franklin Templeton keeps AI overweight despite tech volatility

In its latest Asset Allocation Views, the asset manager said July’s market swings had reset technology valuations and moderated investor sentiment after signs of excessive optimism.

Citigroup's Consumer Cards to acquire fintech Kard

Its embedded, machine learning-powered personalization and matching capabilities simplify rewards for issuers, deliver meaningful value to customers and help brands reach high-intent consumers with measurable outcomes.

MissionSquare to Add Personal Wealth Management Offering

The $73.6 billion retirement firm is adding wealth services in response to feedback from plan participants.

Finster AI secures investment from UBS to advance AI innovation in investment banking

Investment reflects a focus on AI-native infrastructure supporting research, advisory, and capital markets workflows

Zuckerberg’s AI vision collides with Meta’s $135bn spending reality

A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case.

Wells Fargo outlines tokenised deposits launch for corporate payments

The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability.

Scotiabank equips employees with AI-powered knowledge agents through Scotia Intelligence

As Scotiabank has moved from experimentation to enterprise-wide scale, its AI strategy has remained anchored in three strategic themes: elevating client experiences, delivering speed and efficiency, and enhancing risk management.

Advisors, not algorithms, still drive financial fulfillment, says Edward Jones’ David Chubak

Nearly one in five U.S. adults have turned to AI for financial guidance, but almost none trust it fully — and Edward Jones' David Chubak says that gap is good news for advisors

The Diamond Podcast for Financial Advisors: Ryan Belanger on Why AI Matters Now to RIAs

Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use.

Ray Dalio Thinks The AI Boom Is Starting To Look Familiar

History suggests those two ideas can coexist. A technology can change the world while many of the investments tied to it ultimately disappoint.

Bank of America to acquire cybersecurity consultancy MDSec

The bank will gain a team of approximately 65 cybersecurity-focused employees through the transaction, which is expected to close in Q4 2026.

Encore AI bags $30m to deploy agentic AI across customer interactions

The fintech uses AI agents to replicate the behaviours and techniques of top-performing employees, deploying them across all customer interaction channels.

FinTech