Managers of Wealth Americas

Members of Congress Slam Robo Advice

One negative consequence, according to Pocan, is the idea that robo advisors could be used as a primary source of advice by investors

Collins Barrow Toronto Launches e-Tool for High Net Worth Individuals

Collins Barrow Toronto has launched a new tool that empowers high net worth individuals, helping them understand their financial outlook.

Facebook's Zuckerberg announces plan to donate 99% of his Facebook wealth to charity

The couple also said they are starting the Chan Zuckerberg Initiative, an organization to manage their money and “promote equality for all children in the next generation.

Robo-adviser Wealthsimple to acquire ShareOwner Investments

Online portfolio manager Wealthsimple is gaining ground among competitors as it acquires online brokerage Canadian ShareOwner Investments Inc.

Report: Yahoo Board Meets To Discuss Potential Sale Of Company

Institutional investors pressure Mayer and Board to consider options.

The Old Lady Pondering New Technology

Everyone knows that the modus operandi of the Californian technocracy is to look for a regulated industry and try to disrupt it with unregulated competition.

RBC looks past Bitcoin’s flaws to consider blockchain strengths

Blockchain technology is the engine underpinning bitcoin, but it has been viewed separately from the cryptocurrency of late.

Accused Mastermind of J.P. Morgan Hack a Product of Israel’s Internet Underbelly

Gery Shalon is alleged to have run a ‘criminal conglomerate’ that reaped hundreds of millions of dollars in illegal profits

Manulife Joins Mars Fintech Cluster, Grabs Loft Space

The news comes almost immediately following Manulife’s announcement that the company’s senior vice president of wealth management strategy and business development was appointed as chief innovation officer.

Four Technology Issues Faced by Advisors

It’s not just Millennials who’ve come to expect certain services delivered online and in real time.

Diebold to merge with Germany's Wincor Nixdorf, creating a $5.2 billion global banking and retail technology giant

Wincor Nixdorf provides information technology solutions and services to retail banks and the retail industry around the world, focusing the branch operations of both sectors, according to its website.

Envestnet Completes Acquisition of Yodlee

Envestnet will pay approximately $371 million in cash and issue approximately 6,084,000 shares of Envestnet common stock in the transaction

Wealthcare Capital Management Introduces Financeware 2.0

Financeware 2.0 empowers advisors to not only deliver an exceptional customer experience, but also the means to handle more clients

Rapid Change Not Fast Enough in Mobile Banking

Optimizations for the Plus versions of the iPhone 6 and 6s — another missing piece of the update reviewers grumbled about — are also on the way

Wealthcare Capital Management Introduces Financeware 2.0

Launched in 1999, Financeware is currently used by more than 30,000 financial professionals with over $1 trillion of assets connected to nearly a million plans.

Fi-Tek Launches Wealth Management Technology to Support Northern Trust's New Managed Account Solutions Program

Deployed over private and secured networks, the solution is highly scalable to meet the requirements of institutional providers.

SS&C Announces Closing of Acquisition of Primatics Financial

Acquisition addresses growing number of customers that need help to originate, buy, sell and securitize loans

New Online Retirement Platform From Wealth Management Systems Deepens Plan Participant Solutions For Cambridge Advisors

Clients range from Fortune 500 companies to small businesses in the financial services and employee benefit arenas.

Envestnet | PMC Offers Access to CAIS for Delivery of Alternative Investment Funds to Advisors

Strategic Initiative Creates Premier Wealth Management Solution for Accessing and Researching Third-Party Hedge Funds and Private Equity Funds

SS&C Launches Beta of New Aggregation and Net Worth Reporting Capabilities for Black Diamond

The platform’s bi-directional, workflow-oriented integrations with complementary advisory solutions enables wealth managers to offer their clients a completely tailored experience.

FinTech