Managers of Wealth Americas

LSEG Workspace now enhanced by Macabacus’ Productivity Tools

New workflow suite enhances productivity of Investment bankers, financial advisors, research analysts, asset and wealth managers.

FNB's eStore Named Best Digital Initiative Nationally

F.N.B. Corporation Recognized at Banking Tech Awards USA

Family Offices Grappling with Cryptocurrency Investment Prospects: BNY Mellon

Though cryptocurrencies account for 5% of portfolios, an allocation that would have been unthinkable a decade ago, they remain strikingly split over the role of the asset class.

CapIntel Debuts Uncapped: Inaugural User Conference For Leaders in the Digital Evolution of Wealth and Asset Management

Exclusive event dedicated to technology and innovation in wealth management brings together wholesalers and advisors for collaboration and learning in a digital-first environment

British tech magnate Mike Lynch acquitted of fraud charges in $11 billion deal with Hewlett Packard

Mike Lynch, once hailed as Britain’s king of technology, has been cleared of charges alleging he orchestrated a fraud and conspiracy leading up to an $11 billion deal that turned into a costly albatross for Silicon Valley pioneer Hewlett Packard.

Fidelity exec says most investors should have some Bitcoin allocation

The Coinshares report also noted that Bitcoin investment funds account for over $74 billion in assets under management globally.

Envestnet Deepening Relationships to Launch Personalized Investment Strategies

Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem

Turkey’s Papara taps DriveWealth for fractional investing solution

The new offering, which is planned to launch in October and will be accessible directly through Papara’s app

Citi suit prompts dispute between CFPB and industry groups

Citi is being sued by the state of New York for failing to respond adequately when people promptly told the bank that scammers had stolen money by initiating wire transfers from their accounts online.

JPMorgan says it's using AI for all these things once done by humans.

Dimon didn't say that the new use cases will displace human beings at JPMorgan, and yet when you look at what they entail, this seems semi-inevitable.

JP Morgan fund manager on the future of tech investing

Joseph Wilson, manager of the $7.4bn JP Morgan US Technology fund tells FSA why he thinks tech exposure will be considered core in the future.

Generative AI is expected to magnify the risk of deepfakes and other fraud in banking

Fake content has never been easier to create—or harder to catch.

Hybrid Advice creates opportunities, but also Client Retention problems

Gen AI as a client engagement solution has the potential to change the way a personalized fact-find

JPMorgan casts doubt on SEC approval for Solana and other crypto ETFs

JPMorgan doesn’t foresee the SEC approving additional crypto ETFs following spot Ethereum ETFs.

HSBC unveils innovation programme for PB clients

The bank’s wealthy clients met California tech hub leaders as part of its “All-in on Innovation” scheme.

Top-ranked analyst declares JPMorgan ‘the Nvidia of banking’ after it spends $17 billion on tech in a single year

The bank, which holds $5 trillion in client assets and employs 310,000 people, said it will allocate the tech investment across its businesses and strategy.

Mbanq Joins BaaS Association to Enhance Banking Technology and Compliance Standards in Industry

The BaaS industry is a tremendous vehicle for innovation and reaching underserved and underbanked communities

Prelim Technologies Selected for ICBA ThinkTECH

Fintech to join seventh cohort to develop digital onboarding solutions for community banks

LogRhythm and Exabeam merge to dominate AI-driven security operations market

The merger is anticipated to close in the third quarter of 2024

TCF 2024: Cognizant and the future of digital transformation in wealth management

Cognizant is working on incorporating AI in the future of wealth management to maintain its position.

FinTech