Managers of Wealth Americas

Broadridge Investment Management Solutions Unveils New Mobile, Web-Based Reporting Tool

Broadridge Financial Solutions, Inc. today expanded its set of dynamic, cutting-edge solutions for the buy side with the launch of Report Manager.

SEC suspends trading in tech firm with no assets or revenues valued at $4.7bn

Shares in social network Cynk Technology, which has one employee and no working phone number, have surged 24,000pc

Pershing Announces the Next Generation of its Block Trading and Rebalancing Tool for Advisor-Directed Programs

Streamlined features bring advisors a new level of scalability, operational efficiency and transparency

BMO Global Asset Management Realizes Significant Gains with SimCorp IBOR

The IBOR's ability to support exposure and performance measurement in near real-time is a key differentiator for institutional asset managers

Redhawk Wealth Advisors Partners with AdvisoryWorld to Enhance Tool-Set for Advisors

SCANalytics is an intuitive application that features seamless integration with leading portfolio management

Hedge fund cyber-attack was not real, admits BAE Systems

We sincerely apologise for this inaccuracy

FolioDynamix Releases Version 7.2 of FDx Singlesight™ Unified Wealth Management Technology Platform

The Version 7.2 release includes a series of new enhancements designed to give investment advisors deeper performance analysis capabilities and tools to optimize cash management.

How Wearables Could Shape Financial Services

Five years from now, there will be a broad use of wearable tech

Wealth management on verge of tech change

It’s more than regulatory costs that are clouding financial advisor futures

Industrial Alliance Leverages Eagle Accounting Solution

The organization now uses Eagle Accounting to address its multi-basis accounting, including International Financial Reporting Standards (IFRS) and U.S. statutory reporting, while leveraging Eagle Analytics to simplify valuation and calculation of analytic

One of the World's Largest Banks Adopts SOFTPRO's ESignature Software for Its Mobile, New Account Opening Process

The demand for technology that advances the digital bank transformation has increased.

Goldman Says Google has Blocked Email with Leaked Client Data

The breach occurred on June 23 and included "highly confidential brokerage account information"

Thomson Reuters Selects MyVest to Power New Managed Accounts Solution For Wealth Managers

MyVest's SPS is a cloud-based platform which allows the provision of holistic wealth management across an enterprise

Envestnet to Acquire Placemark Investments

Placemark OverlayTM Solidifies Firms’ Leadership in UMA Services

SunGard Launches End-to-End Risk Modelling Solution for General/P&C Insurers

SunGard’s iWorks Prophet GI provides the enterprise risk modelling framework

Morgan Stanley gives tweeting brokers some leeway

Morgan Stanley is further opening the social media door for its brokers by allowing them to post self-authored content on firm-approved Twitter accounts.

Morgan Stanley Wealth Management integrates NCR software in new iPhone mobile app

A new breed of consumers expects more from their mobile interaction with their financial institution

DST Anova gets new functionality for Ibor processing

Anova's new functionality, referred to as an Investment Book of Record (IBOR), addresses the need for buy-side firms to consolidate real-time positions.

SS&C Appoints Michael J.Zamkow To Its Board of Directors

"SS&C is a leader in financial technology and fund administration, two areas of keen importance to the financial services industry," said Mr. Zamkow.

Broadridge and Doxim deliver smarter statements

Broadridge's Smart Statement Solution, jointly developed with Doxim, will help clients make the necessary move from their current statement design to enhanced, CRM2-compliant statements.

FinTech