Managers of Wealth Americas

Fortress Risk Management Raises $3.5 Million from Investors

Capital Will Be Utilized to Enable Company to Solve Financial Crime Problem Plaguing Community Banks and Credit Unions

A new kind of financial adviser—at a discount

Low-cost robo-advisers offer the basics but not much else—yet

Buckingham Asset Management selects inStream wealth management technology platform

Planning-centric software will support more than 370 Buckingham/BAM advisors at more than 140 Client Firms

New York financial regulator pushes banks to plug gaps in cybersecurity

Following the massive cyber attack on the biggest U.S. bank JPMorgan Chase & Co disclosed in August, and other financial institutions, government authorities in United States are pushing financial institutions and brokerage houses to close glaring gap

Hot deal! Francisco gets bids of $400M for eFront: sources

Francisco is seeking bids of 7x revenue for Paris-based eFront, the sources said. American Banker has estimated eFront had sales of $59 million in 2013, which would put Francisco’s asking price at $413 million.

AppCrown Announces Wealth Plus

Salesforce is not just a CRM, but the most flexible enterprise platform for small business and institutions

Robo advisor Betterment works with Fidelity in RIA push

The product was also shaped in partnership with the two heads of major wealth advisory firms.

JPMorgan to double cyber-security spending

JPMorgan Chase Chief Executive Officer Jamie Dimon said the biggest U.S. bank will probably double its $250 million annual computer-security budget within the next five years.

HiddenLevers Completes Integration with Advent's Black Diamond

The integration helps firms using Black Diamond

Banks, it seems, are about to become a whole lot cooler.

Nine beautiful banks of the future

Biometrics: Mobile Payments’ Secret Weapon

Why biometrics will be the key to mobile payments adoption.

Commonwealth building technology with an eye on the robo-adviser

CEO Wayne Bloom says the firm is considering how a robo offering could help its advisers better connect with clients

Obama Got Early Warning on JPMorgan Breach

In all, the authorities believe that the hackers may have tried to infiltrate about a dozen financial institutions, said one of the people briefed on the matter.

Eagle Wins "Best Fund Accounting and Data Platform"

The awards recognize the leading providers of data management solutions across the investment industry and were voted on by investment professionals and readers of Reference Data Review.

Bell State Bank & Trust Wealth Management Rolls out UMA Program on FolioDynamix Wealth Management Technology Platform

Large privately-owned bank and trust firm successfully deploys FolioDynamix for open architecture wealth management program

ASI Names EVP Of Worldwide Sales

His prior leadership roles were at Appcelerator, Clarify and Bloomberg.

Ritholtz Wealth joins ranks of robo-advisors

Users are asked questions not just about their comfort level with risk

Raymond James CIO Focuses on Ease of Use

Raymond James's financial advisers are becoming more productive, partially through the use of new technology and data analytics provided by the firm's IT group, led by Vincent Campagnoli.

Hackers’ Attack Cracked 10 Financial Firms in Major Assault

The huge cyberattack on JPMorgan Chase that touched more than 83 million households and businesses was one of the most serious computer intrusions into an American corporation.

Eagle Honored in IDC Financial Insights’ 2014 FinTech Rankings

Eagle Investment Systems, LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, today announced that it was ranked among the top 100 global IT vendors as part of the 2014 FinTech Rankings, compiled by IDC Financial Insig