Managers of Wealth Americas

BNY Mellon Receives Celent's Legacy and Ecosystems Transformation Model Bank Award

BNY Mellon's new infrastructure is core to our strategy of leveraging our US dollar payments strengths across other currencies

SEI Wealth Platform Certification Program Launched in Response to Demand for Enterprise-Wide Wealth Management Solution

Program to Create Line-Up of Project-Ready Certified Consultants to Support Private Banking Platform Activity

Bank Execs Say Apple Must Work With Them to Solve Payment Security Issues

Mastercard, USAA Discuss Impact of App on Security, Branding and Technology

From apps to advocacy: The Israeli-American millionaire who made Israel an ivory-tower brand

Israeli-born high-tech maven Benny Shabtai has sold off his family's stake in Viber and is now devoting his energies to garnering support for his homeland and preparing future Jewish leaders

Kushner Brothers Combine Real Estate and Technology

It has also arranged for a backstop of $250 million from an unidentified family office to buttress its liquidity.

'Robo-advisor' growth hits Wall Street money managers

When it comes to investment advice, would you trust a financial professional or a robot?

Bitcoins – Money Without Physical Form

Bitcoins and other virtual currencies have grown into a global phenomenon

Technology Crossover Ventures appoints new partner

Former Misys Executive Chairman and CEO Will Play Strategic Role on Growing Team of World-Class Technology Investment Professionals in TCV’s London Office

Advisor Software Launches Wealth Management Cloud Platform

The Wealth Management Cloud holds Advisor Software's portfolio of analytics, calculators and financial engines

Advent Receives a Top Award Honor From The Hedge Fund Journal

It offers comprehensive instrument coverage, financial general ledger, and industry-standard integration tools enabling firms to manage complex investment strategies and fund structures.

Eze Software Group Enhances Portfolio Management System

Eze Software also improved and updated post-trade processes for over-the-counter trades

Metro Bank uses cloud to go 'paper free' and ditches desk phones for Lync

The use of cloud-hosted and off-the-shelf software, together with tablets, has helped Metro Bank become an almost paper-free business.

FiNet President: Wells Fargo ‘Loves Our Growth Story’

The bank's independent advisors now number 1,250 and have assets of $85 billion

WealthCloud Wins Best CRM System

WealthCloud was awarded "Best CRM System" at the 2nd Family Wealth Report Awards 2015.

Ledgex Systems Unveils Client Relationship Management Solution

Ledgex Systems, a leading provider of portfolio management, liquidity management, research management and investor relations software for financial firms, today announced the launch of its stand-alone Client Relationship Management solution

New ATM technology coming to New Mexico

She said the bank chose the New Mexico location to support the teller machines in the Mountain and Pacific West.

Bank of America tech team playing copycat with Facebook, Amazon

It's a strategy BofA hopes to follow.

Banks struggle to keep up as cybersecurity risks increase

This has focused the attention of most businesses on the concept of cybersecurity, a topic that we’ve written about here on IPWatchdog in the past.

Nationwide selects Markit thinkFolio

As part of this initiative, thinkFolio will support Nationwide for enhanced portfolio management trade generation and compliance.

U.S. Bank Latest Owner-Member Of Clearxchange

This makes clearXchange the largest bank-focused P2P network reaching 100 million online banking customers and 50 million mobile customers.

FinTech