Managers of Wealth Americas

Bybit Launches Private Wealth Management Broker Program to Empower Partners and Drive Growth

The initiative aims to expand Bybit's high-net-worth user base, increase assets under management (AUM) and deliver long-term revenue growth.

Pinwheel + Bankjoy Are Transforming Account Activation with Switch Kit

Financial institutions on the Bankjoy platform can easily offer accountholders a cutting edge onboarding experience that helps them instantly port direct deposits and recurring bills to their newly opened account, cutting ties with legacy banks and consol

oneZero launches innovative FX swap pricing technology for regional banks

The new offering complements oneZero's established suite of FX pricing and trading capabilities.

Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award

Broadridge remains in the top three ranking for third consecutive year

Advisor360° Wins 2025 WealthManagement.com Industry Award for Next Generation Digital Onboarding

This award recognizes Advisor360°’s newest Digital Onboarding capabilities

Fiserv Continues European Growth by Closing Acquisition of AIB Merchant Services

The acquisition supports Fiserv’s growth in the broader European market, including expanding growth opportunities for Clover, the world’s smartest point-of-sale system, across the region.

Fidelity Investments Launches WealthscapeSM Intelligence and Introduces New, Fully Digital Onboarding Enhancements

The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals.

77% of Bank Advisors Plan to Incorporate AI into Their Practice

While fewer than half of bank advisors currently use AI capabilities, advisor adoption is expected to substantially increase by 2027

The Private Office Extends Wealth Management Relationship with SS&C

SS&C supports TPO’s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support.

Wealth and Asset Management Leaders Launch Global Study on AI and Transformative Technologies Reshaping the Investment Industry

In-depth and unprecedented global study, spanning 16 countries, will analyze how investment firms will harness AI across their front, middle, and back offices to meet rapidly changing customer and employee needs

SEI Launches Multi-Strategy Alternative ETF

Mutual Fund Reorganization Reinforces Commitment to Delivering Investment Diversification and Flexibility

The 12 top investment banks spent $34bn on technology in 2024

Indeed, it's the US banks that seem to be spending the most by some margin. Since 2019, technology spending at US banks has risen 34%, compared to 20% at their European rivals.

US Bank releases emebedded payroll products for SMEs

U.S. Bank partnered with fintech Gusto to build this solution within the U.S. Bank platform.

Wedbush Selects Broadridge Technology to Accelerate Growth

The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.

Nephila Capital Selects SEI as a Global Strategic Partner

Global Operational Footprint and Technology Capabilities Enable Scale and Power Growth

What Revolut’s $75bn valuation means for crypto

If Revolut decides to list in New York, which CEO Nik Storonsky has hinted

Advyzon Introduces Professionally Managed Portfolios

Philadelphia-based RISR will provide Modern Wealth with access to its full platform

Trump Family’s Paper Wealth Swells By $6B On WLFI Trading Debut: WSJ

The Trump family holds nearly a quarter of WLFI tokens, which remain locked, though the debut set a market value for their stake.

How AI will shape 4 investment banking careers, from ECM to trading

AI may be responsible for up to a third of investment banking tasks by 2030, a report found.

AI’s future can’t be ‘Made in America’ alone

Two-thirds of American AI start-ups have at least one immigrant founder. Attempting to nationalise AI while restricting foreign talent is self-defeating.