Managers of Wealth Americas

Future of risk in the digital era

Tackling digital transformation risks and digitally transforming risk management.

Alaris Acquisitions Unveils ‘Lens,’ Technology-Driven Matchmaker for Wealth Management M&ASociété Générale chief executive Slawomir Krupa has pledged to

Lens provides fast and accurate matches, transforming the way M&A transactions are made in wealth management.

Broadridge Investor Pulse Now an Interactive Tool Enabling Public Access to Analyze Investment Behavior of Nearly 50 Million U.S. Retail Investors

Broadridge is committed to helping democratize and digitize investing and the interactive Investor Pulse site

Finnomena Deploys Agentic AI Solution With Google Cloud to Better Serve Its Diverse and Fast-Growing Investor Base

For robust information processing speeds, the AI solution is underpinned by Google’s Gemini 2.0 Flash model

World to host 3 billion humanoid robots by 2060, Bank of America estimates Investing.com

With lower costs and wider applications, “the era of humanoid robot is coming

Wealthtech firms OneVest and Envestnet enter alliance

The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.

State Street selects Wealth Management FinTech ZILO™ for UK transfer agency launch

State Street was a Series A investor in ZILO™ and has provided continued support in the development of the technological platform.

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

Envestnet’s technology powers some of the largest financial institutions in North America.

Brazil fintech unicorn Meliuz adopts Bitcoin treasury strategy

Brazilian fintech unicorn Meliuz has reportedly purchased Bitcoin worth millions of dollars

SEI Launches Alternative Investment Product Marketplace, Expands Access to Private Markets

SEI Access to Offer Wealth Managers and Advisors a Digital, Public Market Experience for Private Markets

Fiserv Enhances Its Embedded Finance Solutions by Closing the Acquisition of Payfare

Payfare’s co-founders and employees are now part of the Fiserv team.

Crypto prices rally after Trump backs five coins for 'crypto reserve'

The first three coins he named jumped by up to 62% on Sunday

Finastra Phoenix named top core banking solution by leading analyst firms

The two rankings from Celent and Gartner demonstrate Finastra's commitment to delivering customer-centric, innovative solutions powered by open banking

56% of asset management executives cite technology as key driver of ownership change, Wipfli survey finds

Executives foresee revenue growth while focusing on tech investments and cybersecurity

Broadridge Recognized for Industry Leading Asset Management Capabilities

Receives outsourced operations and managed services category awards in recent Chartis Research Buyside Platforms Rankings

Nordnet AB Selects Shareholder Disclosure Solution from Broadridge

This move will enable Nordnet to fulfill its shareholder disclosure requirements in accordance with SRDII, while ensuring top-tier data security for its operations in Sweden and other European markets.

Navigating AI: Top Concerns For Family Offices

The report found that over half of the family offices surveyed have already gained portfolio exposure to generative AI technologies.

Predactiv and Affinity Solutions Redefine Audience Targeting and Data Monetization with New Partnership

This innovation empowers marketers to create highly targeted audience segments based on actual purchase behavior to maximize marketing impact and drive business results.

Freedom Bank of Virginia partners Apiture for digital upgrade

Freedom Bank will specifically leverage Apiture’s Digital Account Opening and Data Intelligence features to allow customers to open and fund accounts online “in minutes” and enhance its marketing initiatives

Accenture Invests in Voltron Data to Help Organizations Use GPU Technology to Simplify Large-Scale Data Processing

Voltron Data’s solutions can eliminate data silos and bottlenecks, enabling banks, communications firms and others to harness their data for generative AI and machine learning capabilities