Managers of Wealth Americas

WealthCloud, LLC Shortlisted for the Family Wealth Report Awards 2015

These awards will recognize the very best operators in the private client industry

Canada launches electronic funds transfer initiative against tax evasion

The new reporting requirements are the same as those for reports currently provided to the Financial Transactions and Reports Analysis Center of Canada

Eaton Vance Selects SimCorp Coric for Global Client Reporting and Communications

Automating the client reporting and communications process with SimCorp Coric will enable Eaton Vance to focus on client engagement and revenue growth.

Do Banks Really Need Video Tellers and Mini-Branches?

But with the availability of artificial intelligence and sophisticated risk algorithms that can run on mobile devices, some argue there’s little need for even stripped-down versions of the branch.

Cowen Announces Formation of Information and Technology Services Banking Group

Davies Beller and James Kissane Named Managing Directors

Oakbrook Solutions Shortlisted For The Family Wealth Report Awards 2015

Oakbrook Solutions, a leading systems, process, and delivery expert for the wealth management industry has been shortlisted for the 2015 Family Wealth Report Awards in the category of Management Consultancy.

Unique Investment Service Offers Technology + People

Personal Capital, the leader in digital wealth management, has crossed another milestone: one billion dollars in assets under management.

Contract win with large European Asset Manager for StatPro Revolution platform

The recurring element of this new contract represents a 55% conversion premium to the original contract.

DST Acquires Strategic Advisory Firm

Combination Brings a New Level of Business Intelligence to the Asset Management Industry

Britain’s banking institutions share concerns over Apple Pay

It is understood the bank is uncomfortable with the amount of personal and financial information Apple wants to collect about its customers.

US Web site tried to sell users’ data to top brokerages

AdvisorHUB, a year-old gossip and news Web site for the brokerage industry, has become such a part of brokers’ daily reading routine that some call it the “New York Post of financial news.”

Apple Pay Headed to the UK, Banks Wary

The Telegraph reports that at least one of the largest banks is concerned about the mobile payments service's terms.

T Rowe Price, others peer into Virtu’s high-frequency world

He was surprised that in order to purchase 2.5 million shares, the firm had to indicate an interest in buying 750 million shares, or 300 times that amount.

Larry Page Would Give His Wealth to Elon Musk Rather Than to A Charity

Larry Page, who co-founded web search company Google 15 years ago, recently shared his idea about what should happen to his billions of dollars in the event of his death.

Morning Agenda: How Hackers Got Into JPMorgan

JPMorgan’s security team had apparently neglected to upgrade one of its network servers with a double authentication scheme

SEI Releases Research on Pension Accounting Disclosure Assumptions for 2015

This research series has drawn on SEI's industry-leading knowledge around defined benefit accounting

Vestmark BPO Nominated as Top Outsourcing Solution for the 2015 Family Wealth Report Awards

The Vestmark BPO service is a business process outsourcing solution that allows broker-dealers, banks, investment managers, and advisors to outsource middle- and back-office administrative and operational functions.

Digital technology to open up core banking market

The challenges of digital banking will open the core banking software market to more suppliers as banks attempt to keep up, while traditional development resources dwindle.

The Daily Brief: The Case Against Technology in Investing

Charles Schwab has agreed to become a corporate sponsor for Ellevate

Vanare acquires NestEgg for robo-wealth management

Vanare, a next-generation wealth management technology platform for investment advisors, announced today the acquisition of NestEgg Wealth to launch the first ever offering that completely integrates online wealth management with traditional wealth manage

FinTech