Managers of Wealth Americas

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.

CFTC Says Offshore Crypto Firms Have Path to Bringing on US Users

The agency issued an advisory clarifying how foreign platforms can register as so-called foreign boards of trade.

FundBank Goes Live with Temenos to Power its Global Expansion into the U.S.

This deployment enables FundBank – a specialist in banking services to the asset management industry – to launch new products faster, elevate the digital experience, and scale efficiently.

Vanguard Goes Big on Crypto, Thanks to the Index-Fund Boom It Unleashed - DEMO

Vanguard is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin, due to index investing.

Visa reportedly closes US open banking operations

According to a statement from a Visa spokesperson reported by Reuters, the company is "focusing our open banking strategy in high-potential markets like Europe and Latin America".

Wells Fargo adds alternative investments to Unified Managed Account programme

All investing involves risk including the possible loss of principal.

State Street Becomes First Third-Party Custodian to Launch on J.P. Morgan’s Digital Debt Service

The transaction also demonstrates the full integration of State Street’s capabilities across the investment lifecycle

Citi harnesses AI to enhance commercial banking platform

The company said the move will improve the customer experience as well as streamline digital enhancements.

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