Managers of Wealth Americas

How Robos Handled Their First Major Market Challenge

Wealthfront was active on Twitter, reminding customers that though it can be difficult, it’s important to keep a long-term view and stay the course.

SEI Wealth Platform Continues Momentum Converting Two New Private Bank And Trust Clients In One Weekend

Clients First to Use Expanded Platform Services

Salesforce to Launch New Advisor-Centric Platform

Salesforce Financial Services Cloud is part of firm’s effort to target high-value industries

The CIO Legacy Project: If it Ain’t Broke, Fix it

The most revered CIOs envision new ways technology can be applied to solve big problems, and then execute their vision flawlessly.

DST Announces Completion Of major acquisition

Our combined resources, capabilities, and commitment promise to bring an unmatched opportunity for our clients to grow and retain retirement assets.

US wealth management platform expands into UK

Genpact OpenWealth® provides flexible, scalable, and investor-centric new technology platform and wealth management servicing operations in the U.S. and U.K., adding center in Glasgow

Smartphones and Wealthy Investors

Credit cards still feel safer than smartphones as a payment option to most wealthy investors.

Ready for the 'Mad Max' World of Digital Banking?

In this "Mad Max" post-apocalyptic world of apps and bots, community banks lay in ruin, fintechs come and go, and megabanks dot the vast desert wasteland.

Are You Evaluating Robo Technology for Your Practice? Three Strategies To Consider

Here we’ll give you a strategic framework to think through what Robo technology business model could make the most sense in order to grow and enhance your business.

Eze Software Rolls out Mobile App on iPhone 6

Further Enhances Range of Mobile Offerings

How Robos Will Change Investing

In addition to the discipline they bring to asset allocation, the chief attraction of robos is that they are a lot cheaper than human advisors.

Amazon exposé shows how little tech has changed the landscape

Apple, Amazon, Facebook and Google’s well-intentioned capitalism has begun to resemble the ruthless corporatism more commonly associated with Wall Street

Today’s Managers Must Seriously Consider the “Rent” versus the “Build” or “Buy” Options by Bill Bormann

To date, many managers think of middle office as a core competency and are legitimately concerned that they will lose control or have data access issues.

Wells Fargo & Co. Upgrades Cyberark Software to “Outperform” (CYBR)

Other equities research analysts also recently issued reports about the company.

eVestment Wants To Change The Way Retail Traders Invest

We have about 100 registered investment advisors that use some of our core products and analytics

“Betterfront”: Proposal for a More Competitive Robo-Advisor

Quibbling instead of innovating has always been the calling card of CEOs looking to distract people from troubles closer to home.

Bitcoin exchange itBit opens up about its private and exclusive Bankchain project

Bankchain is a fully permissioned distributed ledger system with a governance committee and a native itBit token.

SS&C Sees Growth Following Acquisition of DST Global Solutions

During the past eight months, SS&C HiPortfolio and Anova have achieved numerous milestones including 16 percent year over year growth, nearly twenty key customer acquisitions, and solution integration.

GBST Holdings Limited reports: What you need to know

The wealth management division which develops and sells the GBST-Composer software was the standout in the past financial year.

Fidelity National Targets Biggest Money Managers in SunGard Deal

Upon closing, FIS will be uniquely positioned to offer a broad range of enterprise banking and capital markets solutions to empower financial institutions and businesses worldwide.

FinTech