Managers of Wealth Americas

Nikko Asset Management Selects SmartStream’s TLM OnDemand for Reconciliations

TLM OnDemand for reconciliations is the software-as-a-service version of SmartStream’s market-leading reconciliations technology.

Money Machines: Online Wealth Platforms Seek to Tap a Richer Vein

In the wake of the robo-advisers, newer fintech players target the high-net-worth market with specialized services.

Understanding the cyber threat cycle is key

It’s estimated that 90% of attacks can be prevented by keeping software up-to-date and continually monitoring database activity, especially privileged access.

The Coming Of Robo-Wealth Manager

This technological myopia will certainly hasten the demise of a solid percentage of the financial advisory community.

Bank of America's Unlimited Cybersecurity Budget Sums Up Spending Plans In A War Against Hackers

The U.S. federal government, big banks, and big businesses are spending big bucks in a war against hackers and cyber criminals.

How can technology help to make better investment risk decisions?

I wrote the blog because I believed that most of the available technology, allowing pension scheme trustees and sponsors to actively monitor their schemes' funding strategies was inadequate.

Banks join the blockchain gang

Banks seeking to re-energise their business models are investing in blockchain technology to improve returns on equity and face off a wave of potential disrupters, says Digital Asset chief executive Blythe Masters.

New Firm Helps Advisors Fight Off Robos

The people behind Totum Wealth say this sort of customization is especially attractive to so-called Millennials

Los Alamos National Bank joins forces with Fortune 500 company

More specifically, the partnership with FIS will result in greater cybersecurity protections, online customer education opportunities and more.

Advisor Software Looks to Accelerate Growth with Appointment of Industry Veterans

David Cooper and Tom Flint Each Bring More than Two Decades of FinTech Experience

More than half of smartphone owners use banking apps

U.S. consumers booking car rides, flights and making purchases in app increase year over year in 2015.

BBVA Compass selects BlackRock's FutureAdvisor for robo-advisory services

BlackRock Chairman and CEO Laurence D. Fink said FutureAdvisor's relationship with BBVA Compass would strengthen and evolve the existing relationship

Iberiabank Selects D3 Banking Retail and Small Business Digital Banking Platform

Single digital banking platform enables bank to enhance client experience with configurability and consistency across websites and apps

Jefferies Wealth Management Partners with Envestnet

Jefferies Wealth Management provides a full suite of open-architecture financial services to high-net-worth individuals

Chime Wants To Be A Well-Liked Bank For Millennials

Unlike big banks, Chime was created during the smartphone era and, therefore, features an app that is more than just a way for customers to review their bank accounts

Fraud Alert: Chances Are, You’re Making These Mobile Banking Security Mistakes

Yet in a recent survey from MyBrankTracker.com, only 6% of respondents "trusted mobile technologies for their banking needs and financial transactions."

Invesco acquires digital advisory firm Jemstep

Invesco Ltd. has acquired Jemstep, a market-leading provider of advisor-focused digital solutions.

BBVA Compass teams with FutureAdvisor to offer clients access to comprehensive, affordable investment advice anytime, anywhere

It's the first major bank to sign on with the award-winning San Francisco firm's technology-enabled investment management platform

Wealth Innovation Company, Shortlisted for 2016 Family Wealth Report Awards

Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report awards were designed to recognize companies, teams and individuals which are deemed to have "dem

Prophet Capital Asset Management Adopts Broadridge’s Trading, Portfolio Management and Operating Solution

Broadridge Investment Management Solutions most recently was recognized as the “Best Post-Trade Technology” provider