Managers of Wealth Americas

OneDigital Announces Acquisition of WealthSource Partners

Addition Expands OneDigital’s National Wealth Management Presence in Nine States

Bitcoin Futures Demand Cools as Spot ETF Era Concludes Key Arb Trade

Steward Partners Elevates Wealth Management and Retirement Planning Services with Pontera

Rapidly-growing RIA and broker-dealer announces a forward-thinking partnership with Pontera, equipping advisors with secure and comprehensive 401(k) account management and reporting capabilities

LTX by Broadridge Announces Four New Patents Covering Fixed Income Trading Innovations

The newly patented technologies enhance trade workflows, from bond discovery and selection

Deloitte Doubles Down on Sustainable Solutions with Gen AI

The leading consultancy launched a dedicated Generative AI practice in 2023 to help support clients on their latest transformational journey, and has not lost momentum.

Hedge fund hires who joined $12bn fintech given one hour to leave

Another Cerebellum alumnus, is manager of credit science, Lisa Borland.

American Fintech Council elects Martha O’Malley chair

Prosper is a founding member of AFC and O’Malley has served as a board member since inception, including most recently as Chair of the Board Budget Committee.

Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference

Groundbreaking platform accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms

Volante Technologies survey: faster payments top priority for U.S. banks

Annual mid-tier bank payments modernization report also reveals real-time and instant payment modernization is driving increased adoption of payments as a service (PaaS)

Secure Trust Bank Group launches new savings app

The app enables STBG customers to view their balance, interest rates, statements, recent transactions and manage funds

Danske Bank Selects Broadridge’s Principal Risk Trading and Market Making Solution

At Broadridge, we’re committed to building a leading suite of innovative and scalable solutions across the trade lifecycle

Franklin Templeton Launches Franklin Bitcoin ETF (EZBC)

EZBC is one of the industry’s first spot bitcoin ETFs and the latest addition to Franklin Templeton’s growing digital assets and ETF platforms

TD recognized with 2024 BIG Innovation Awards for third consecutive year

TD wins in two award categories for TD Invent and the TD Accessibility Adapter

Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers

Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets

FinTech Magazine’s Top 10 CEOs in Banking

Banking is at the precipice of widespread change as we enter 2024

Alkami Partners with Chimney to Deliver Insights to Homeowners Within Its Digital Banking Solution

Account holders can now track their home value, see available equity, and access personalized offers within their digital banking platform

Citi MD finds safe haven at Brevan Howard alumnus-founded fintech

Its founder, Boaz Yaari says he began as a trader for banks in Israel and spent some time at hedge fund Brevan Howard before founding the "AirBnB of securities lending."

3 trends redefining how consumers will spend their time and money in 2024

Time spent on social media is stagnant through 2025, with less than a minute increase YoY, per our estimates.

JPMorgan Set to Push Bitcoin Through Key Role in BlackRock ETF

BlackRock has listed JPMorgan Securities as an authorized participant in its proposed spot bitcoin ETF as approval grows more likely.

Monex Group to acquire the majority stake in Canada's leading digital asset manager 3iQ

3iQ stands at the forefront of digital asset innovation.