Managers of Wealth Americas

SEI Reports Third-Quarter 2024 Financial Results

Net Sales Events, AUM, and AUA Drive Record Quarter

Morgan Stanley Research Announces AskResearchGPT Powered by OpenAI

The generative AI-powered assistant for Investment Banking, Sales & Trading and Research supports staff in efficiently surfacing and distilling high-quality insights from the expansive body of Morgan Stanley Research

Dwolla joins Plaid to future-proof Pay by Bank Payments

Looking to the future, the partnership with Plaid could also enable Dwolla’s customers to mitigate ACH return risk and perform enhanced fraud detection and prevention.

Canada’s Koho launches in-app eSIMs with Boxo and Airalo

Both start-ups previously collaborated on combining these capabilities into a white-label solution in August

TD Bank Joins LTX, A Broadridge Company, As a Liquidity Provider

TD Bank will contribute axes, or pre-trade indications of interest, to LTX’s Liquidity Cloud and utilize LTX’s RFQ+ protocol to provide Investment Grade and High Yield bond liquidity to its institutional clients.

Hazeltree Expands zConnect Platform, Revolutionizing Bank Connectivity for Hedge Funds and Private Equity Firms

Effective bank connectivity is crucial for firms operating in the hedge fund and private equity spaces

Do people trust AI with their money? Here's what research shows

Big banks and investment firms are using artificial intelligence to help make financial predictions and give advice to clients

Prelim Announces its Integration with Q2’s Digital Banking Platform

Financial Institutions can now provide Prelim’s consumer and commercial account opening solutions to customers through Q2’s Digital Banking Platform

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability

OneVest sets a new standard for configurability in the wealth management space, allowing firms to fully customize the digitization of their business needs.

Capital One partners with Minna Technologies to offer subscription management tools in its banking a

Minna Technologies is an embedded financial technology company with a global network spanning subscription businesses, retail banks and fintechs

Trump family gets 75% of crypto coin revenue, has no liability, new document reveals

Crypto projects typically release white papers before they launch their coins

Broadridge Launches Instant Payments Service, Aligned with New EU Regulations

The Broadridge service supports real-time money transfers, operating 24/7/365, with transaction processing times of under 10 seconds from payer to beneficiary.

Allan Rayson Launches Finov8r to Empower Financial Institutions with Embedded Advisory Services

New advisory consultancy bridges finance and technology to deliver sustainable growth for banks, fintechs, and corporates.

Apex Fintech Solutions Announces Acquisition of FinTron, Enhancing Digital Wealth Management Services

This alliance allows Apex’s clients to deliver custom-designed user interfaces and experiences for brokerage platforms, pre-integrated into the Apex platform.

Artificial Intelligence Can Make Markets More Efficient—and More Volatile

AI-driven trading could lead to faster and more efficient markets, but also higher trading volumes and greater volatility in times of stress

Broadridge Launches Enhanced Operational Resilience Solution and Services for International Post-Trade Processing

Broadridge’s operational resilience services and solutions for international post-trade processing enable firms to mutualize the cost of ensuring business continuity in the face of growing cyber-attacks

Brazil to regulate stablecoins in 2025, says central bank chief

Farther Secures $72 Million Series C from CapitalG and Viewpoint Ventures to Continue Revolutionizing Wealth Management

Farther’s AUM Surges 5x Year-Over-Year, Surpassing $5B

Americas Executions Leverages Broadridge Technology to Support New Securities Lending Business

The SFCM platform offers a comprehensive, front-to-back SaaS solution for securities finance, widely used across global buy- and sell-side markets, including securities lending, repo and collateral trading.

EP Wealth Advisors Partners with Opto Investments to Drive Tech-Enabled Private Markets Investing

Leading fee-only RIA partners with private markets platform to enhance advisors' ability to offer institutional type portfolios at scale, further strengthening its competitive advantage

FinTech