Managers of Wealth Americas

Why The Digital Revolution Has Not Yet Fulfilled Its Promises

The rich world is still trying to shake off the effects of the 2008 financial crisis.

A Digital Revolution of Wealth Management

Digital advisory solutions are helping advisers with back-end efficiencies and client-facing platforms so they can focus on their core business.

Trizic Launches Technology Engine for Wealth Management Industry

Trizic Accelerator's intuitive, intelligent and responsive technology engine creates back-end efficiencies by automating time-intensive tasks

BofA Merrill Introduces Digital Disbursements

Bank of America Merrill Lynch today announced the launch of Digital Disbursements, a new payment solution that enables companies to make payments to their customers digitally, eliminating the need to issue a check.

KPMG and Oracle team on financial cloud services

The companies explained that by collating and storing their financial data in Oracle’s cloud, enterprises using the software tools will be able to measure and benchmark their performance

Data tool could help big firms take the guesswork out of target marketing

Aviso Insights' launch helps managers identify weak spots early and make course corrections

3 major changes taking place in wealth management technology

A three-part transition from technology providers to integrated platform providers is occurring.

Northern Trust deploys Sapient derivatives reporting tech

Northern Trust today announced it has deployed a new Compliance Management Reporting Solution, utilizing technology developed by Sapient Global Markets, a division of Sapient

Dion launches ‘AlphaClick’ portfolio analytics tool for private equity and venture capital firms

Dion has deployed the solution at RTP Ventures, a US-based venture capital firm specialising in investing into AlphaClick transforms the way firms analyse portfolio company data, automatically turning raw investee information into actionable insights.

N.Y. financial regulator says to focus on cyber security

New York's financial regulator said on Monday his agency will focus on cyber security over the next year, saying the possibility of a systemic attack to the financial system is one thing that keeps him awake at night.

Tech-savvy generation of business leaders to shape payments landscape in 2020

Banks need to explore more non-traditional alliances and partnerships

Alibaba Sentiment Adds $3.1 Billion for Top Tech Tycoons

They added $56.1 billion this year, the most among 14 sectors tracked by the index.

Morgan Stanley to Cover Some Fund Losses After Tech Snafu

The brokerage offers more than 4,000 mutual funds from more than 300 companies

Banking Vs. Google, Apple and Amazon

They talk innovation but most don’t plan to spend a lot on it.

Happy Bankers, Mobile Bankers

Want to increase your financial institution’s satisfaction scores? Just get more consumers using your mobile banking platform.

Actua acquires wealth management tech platform for $199 million

The consummation of the acquisition, which is subject to a number of customary closing conditions, is expected to occur in the fourth quarter of 2014.

Tech companies hope investors will trust ‘robo-advisers’ over human ones

Though he was wary of online banking — particularly when managed by small companies with whom he was unfamiliar — Dalsimer eventually signed up for Betterment, an online financial advisory service based in New York.

Growth of Defined Contribution Assets Drives Demand for Broadridge's Retirement Solutions

Broadridge Financial Solutions, Inc announced today that Automatic Data Processing, Inc., one of the largest providers of business processing and cloud-based solutions and a leading provider of retirement services, has implemented Broadridge's Define

Collateral Management: A Primer by Zak Hutton, SS&C

Collateral management has become a hot-button topic in the investment management industry of late, but what exactly is collateral management and why the sudden focus on it?

BNP Paribas Open Launches New Website and Sweepstakes Offer

“We wanted to offer a seamless site that showcases the amenities that Indian Wells and the BNP Paribas Open have to offer, while also providing an exclusive sweepstakes to give individuals the chance to experience the best in professional tennis and

FinTech