Managers of Wealth Americas

Enabling growth through the market-centric data layer

Innovation in such a tightly regulated and commoditized market hinges on exceptional customer experience.

JPMorgan Issues Major Bitcoin Warning as BTC Price Plunges Below $67K

JPMorgan has underscored a significant shift in institutional investment patterns, emphasizing that not all inflows are genuinely fresh money from institutional investors.

Lumin Digital Announces Partnership with Pinwheel to Offer Banks and Credit Unions Advanced Digital Deposit Switching Solution, Pinwheel Prime

Research indicates Pinwheel Prime significantly boosts conversion rates, increasing direct deposit enrollment by 32% and reducing the time for initial direct deposit by 65%.

BVNK introduces US dollar payments via Swift

Businesses accepting stablecoins in international markets via BVNK’s crypto payments gateway, can convert the funds automatically to US dollars or Euros

Deduce Named a Winner at the Banking Tech Awards USA 2024

Deduce Wins the ‘Tech of the Future - Fighting Fraud’ Designation In FinTech Futures-Sponsored Awards

JPMorgan's new ex-fintech CTO suggests payments is more important than AI

Shivananda is one of many PayPal alums at JPMorgan.

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.