Managers of Wealth Americas

Mercer Launches Second Generation of Aspen Unified Operating Platform

The RIA's new platform features knowledge graph architecture, a canonical data model and data ontology.

The Fintech Landscape of Central America: Panama in 2026

The following is an overview of the fintech ecosystem and its relation to wider economic development of Panama in 2026.

Temenos Named One of World’s Top Fintech Companies by CNBC

After analysis of 3,500 companies around the world, CNBC and Statista chose the honorees based on publicly available and privately provided performance data over the past year.

JPMorgan’s AI leadership is getting a reset. These are the key players.

The firm's AI chief, Teresa Heitsenrether, announced her retirement earlier this month after four decades at the bank, reshuffling the technology leadership.

AI in wealth management: budgets surge but ROI remains elusive

The data, drawn from 40 leading RIAs, wealth management firms, and broker-dealers representing $8.6 trillion in assets, points to a widening gap between ambition and accountability.

OneDigital Selects JIFFYAI to Modernize Investor Onboarding and Accelerate Growth

AI-powered Unified Onboarding solution will help OneDigital deliver a seamless, integrated onboarding experience aligned with its vision for holistic wealth management

Bank of America embeds generative AI into customer service tools

The new generative AI capabilities within EricaAssist summarize why a client is calling, pull together relevant information, and recommend next steps based on the employee’s role and the client’s relationship with the bank - all without interr

BlackRock is raising $12bn to build Meta a data centre it will own, lend to, and rent out

The same BlackRock that just bought the world's largest data-centre developer is now raising $12bn of debt to build Meta another one. It owns the buildings, lends the money, and collects the rent. And most of the borrowing never touches Meta's b

Bain & Company named an OpenAI Elite Partner

As an OpenAI Elite Partner, Bain & Company will continue working with OpenAI to help client businesses build, deploy, and scale frontier AI solutions responsibly and effectively.

Wise launches international transfer service in Chile

The service covers common use cases such as remittances to family members overseas, payment of international tuition fees, and financing for travel.

Bitget Wallet and alfred Bring Stablecoin Access to Latin America's Local Banking Rails

The integration launches across Brazil, Argentina, Mexico, and Colombia, enabling users to fund stablecoin accounts directly via domestic bank transfer

JPMorgan CEO Dimon says Anthropic's Mythos AI risks are a 'real issue'

The government later removed restrictions on the models after Anthropic implemented new safeguards.

Tokenized Assets a Key Priority for Financial Services Firms, Broadridge Survey Finds

New Tokenization Pulse Survey reveals increasing strategic importance and investment, with firms focused on a hybrid market infrastructure

RBC expands credit derivatives trading as AI debt fuels hedging

The expansion coincides with record debt issuance from Big Tech companies to help fund artificial intelligence projects

Circle soars after securing U.S. trust bank approval in crypto expansion

The approval adds to a growing list of crypto firms seeking federal banking licenses as the industry moves into the regulated financial system.

Broadridge Delivers Next-Generation Reconciliation Platform to Raiffeisen Bank International

International bank selects BRx Match to support growing transaction volumes and ISO 20022 compliance across global markets

PNC's New Mobile App Delivers an Intuitive, Personalized Experience to Help Clients Seamlessly Manage Their Day-to-Day Financial Lives

A Personalized, Customizable Experience Powered by Secure, Scalable Technology

FinTech