Managers of Wealth Americas

BNY Mellon embraces AI with Behavox for enhanced compliance management

Behavox specializes in leveraging artificial intelligence to streamline how organizations identify and mitigate risks, particularly in compliance.

Tech innovation will drive your wealth management practice to greater success

Financial institutions and insurance providers offering wealth management services are well-positioned to win as they can provide a holistic wealth picture for clients.

Neobanking Market Revenue to Total USD 5382.6 Billion by 2033

Amid Escalating Demand for Digital Financial Services

Canapi Ventures launches $750m fund to back US fintechs

The raise brings Canapi’s total assets under management to more than $1.4bn

Canadian savings fintech Koho raises C$86m

The company provides users with a full-service spending and savings account and a pre-paid credit card

Tether Implements Wallet-Freezing Policy Aligned with US Regulations

The following list contains persons and businesses that are controlled or owned by nations that have been sanctioned.

Google updates policy to allow ads for US crypto trusts

Google will allow ads for U.S. based-crypto trusts from January, with the change seemingly coming in the same month that spot Bitcoin ETFs are predicted to be approved.

US Government Removes Cryptocurrency AML Provisions from NDAA

This action marks a notable shift in the government's approach to regulating digital assets.

Advisors' productivity in focus as Croesus and Mako join forces

The firms have announced a strategic partnership and integrate solutions

Skookum Wins 2023 Uptime Award for Best Digitalization for Reliability and Asset Management

The award was presented December 5th at the International Maintenance Conference sponsored by ReliabilityWeb.

Are consumers ready to embrace cryptocurrency?

Four in five British respondents said they would only trust a financial product from a regulated financial provider

Broadridge Investment Management Technology Enhances Carlyle’s Private Credit and CLO Portfolio Management Operations

Broadridge technology being implemented at one of the world’s largest CLO managers to increase efficiency of pipeline, trade and loan operations management

BlackRock ETF Poised to Bring 'Trillions' to Bitcoin

A proposed spot ETF from BlackRock, which would require the firm to purchase the asset directly, is going to have a major impact on price.

JPMorgan graduates may soon have their training in the Metaverse

JPMorgan isn't the only bank testing the tech on training younger demographics.

Arete Wealth announces launch of direct-to-consumer digital wealth platform

'Arete Investments' announced as newest cloud-based investor program, fueled by partnerships with industry leaders FusionIQ and DriveWealth

LTX by Broadridge Named First Runner Up in the 2023 Gartner® Eye on Innovation Awards

LTX’s BondGPT recognized for innovation in financial services

TECH Apple is trying to unwind its Goldman Sachs credit card partnership

When Apple first launched the Apple Card in 2019, Goldman Sachs CEO David Solomon was in attendance at a glitzy Apple launch event at its California campus.

Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies

JPMorgan discusses the effects of spot ETFs on Bitcoin’s price

The bank’s analysts, led by Nikolaos Panigirtzoglou, anticipate significant downward pressure on bitcoin if the SEC greenlights spot bitcoin ETFs.

FinTech