Managers of Wealth Americas

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 aims to shake up how alternative asset firms connect with wealth managers

IoT Firm Wireless Logic Expands Remote SIM Provisioning and Connectivity Solutions to Brazil

Permanent roaming restrictions have long been a hurdle for organisations with multi-country IoT deployments.

Deutsche Bank's most exciting front office jobs: AI entrepreneurs

For AI in particular, applications have grown from "two-dimensional" curiosities to "daily applications" which "anchor expectations on what [people] can do better."

EBANX unveils new payment innovations for emerging markets

EBANX’s suite of anti-fraud features, such as real-time transaction scoring and continuous chargeback automation, significantly boosts approval rates while reducing chargeback rates.

Kofax Named a Leader in Process Orchestration

Investments in AI underscore Leadership and Star Performer Recognition by Everest Group

FinTech