Managers of Wealth Americas

Warburg Pincus invests $100m in Matera to fuel growth in North America

The funding will support Matera’s expansion into the North American market and further product development.

The Oasis Group Releases AI WealthTech Map as Resource for Wealth Management Firms

Artificial intelligence map identifies and categorizes 55 AI-focused firms serving the wealth management industry

Global Finance Names The World’s Best Financial Innovation Labs 2024

The Innovators 2024 is Global Finance’s twelfth annual awards competition

Gesa Credit Union Joins Metal Blockchain's Banking Innovation Program

The Banking Innovation Program by Metal Blockchain enables institutions like Gesa Credit Union to navigate and adopt customized blockchain solutions

Deutsche Bank and HSBC are winning Europe’s AI talent war as the U.K. strikes back against the U.S.

Deutsche Bank and Santander are driving European demand for AI-savvy workers

America First Credit Union picks Loquat for small biz member onboarding

The partnership will equip small business owners with time-saving mobile solutions to make it easier, faster and more secure to run their business

Intuit to cut 10% of workforce amid plans to boost investment in “key growth areas” such as AI

The firm is also planning to close two of its sites in Edmonton and Boise, which have over 250 workers, “with a certain number of employees relocating to other sites within Intuit or leaving the company”.

Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative

Bain Capital close to sealing deal to buy Envestnet, sources say

More recently, in April, Reuters reported that Envestnet was once again contemplating a sale, which led to a surge in its share prices.

Broadridge Named a Luminary in Reconciliation Systems by Celent

Celent defines its ‘Luminary’ designation as excelling in solution capabilities and for having a leading market presence.

Ecommpay partners with PayPal for subscription payments

They can also make changes, track payment history, and handle cancellations.

Netevia secures up to $120m in debt financing from WhiteHorse Capital

The company says the new funding “consists of various debt facilities designated to complete key acquisitions, rollout new products and execute on strategic initiatives”.

Finology Software, Helping Advisors Engage With and Plan for HENRYs

Our technology columnist caught up with Alex Bottom and spoke with him about developments to his platform meant to help advisors with managing student debt.

Settling into the new normal

SEI's second-quarter economic outlook.

AutoRek and JPMorgan Payments join forces to improve insurance firm's premium processing

This collaboration aims to unlock new market opportunities for insurance firms

Even with a $4B fortune, there’s room for a side hustle

Former Lehman Bros. trader eyes AI potential with VC bets.

Broadridge Expands Disclosure Capabilities to Help Clients with Complex SEC Filings

Acquires CompSci, a Web-based, collaborative platform for SEC disclosure preparation, XBRL tagging, and EDGAR filing; platform simplifies disclosure complexities with both managed and self-service capabilities

Robinhood Acquires AI-Driven Investment-Advice Platform Pluto

The artificial intelligence research platform is best known for its AI-driven personalized investment advice and real-time analytics.

Citi accused of attempting to implement AI on the back of Excel spreadsheets

Business Insider's article on the technology challenges at Citi's wealth business suggests that Citi might be one of the organizations whose data is in disarray.

Advisor360° Rolls Out Full Integration with FMG to Make Marketing More Efficient for Wealth Managers

FMG’s comprehensive marketing suite transforms how advisors communicate with clients and prospects, offering a single, centralized hub for engagement

FinTech