Managers of Wealth Americas

Experts Warn of Hard to Detect Frauds Due to AI and Deep Fakes

The Federal Trade Commission (FTC) reported in February 2023 that financial scams have been on the rise.

Open banking payments startup Atoa raises $6.5m

Atoa argues that Mastercard and Visa payment rails have an effective duopoly in the market

Schneider Geospatial Strengthens GovTech Leadership; Expands into Asset Management with PeopleGIS

This highly strategic add-on marks Schneider Geospatial’s entry into the asset management software space and sets the stage for accelerated growth and innovation.

Archer and Brooklyn Investment Group Partner to Provide Asset Managers A.I.-Powered Custom Direct Indexing Solution

Strategic partnership enhances Archer’s ability to support asset managers’ ongoing efforts to meet demand for direct indexing and tax-optimized investment offerings

SS&C Announces Latest Updates to SS&C Blue Prism Intelligent Automation Platform

The latest updates will help organizations extract value from intelligent automation programs to achieve business growth and improve the customer and employee experience.

Northern Trust releases online platform for asset owners

Empowering asset owners with the latest insights, research, and networking opportunities

Fintech Valor PayTech Hires Todd Harris and Bryna Pinks

Valor PayTech, a rapidly-growing fintech provider of end-to-end, processor-agnostic unified commerce solutions, has expanded its team by bringing on two payment industry veterans

Worldpay from FIS teams up with Volt to Bring Power of Open Banking to Merchants

The collaboration, announced at Money 20/20 Europe, will bring the power of open banking to merchants and give them the ability to take payment through open banking from consumers.

Manulife Securities continues to advance technology platform through enhanced portfolio management capabilities creating efficiencies for advisors and clients

Manulife Securities will be utilizing Envestnet's Wealth Platform to underpin its managed programs

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: May notifications 3.23%

Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform

The launch of "BlueGive" follows a successful Beta test in Q1 2023, and accelerates organic growth for the Ronald Blue Trust network of advisors

Opportunities for RPA and a Digital Workforce in Family Offices

These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.

State Street Global Advisors looks to tokenise ETFs and private assets

SSGA becomes just the latest to eye the space, joining the likes of BlackRock, DWS and Franklin Templeton

Digitization And Digitalization Must Coexist

The early 2000s marked the beginning of a significant shift in banking operations

The future of wealth advisory: new tech and deeper relationships

Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base

Banks Aim AI at Fraud Management but Need Help

One in five of these organizations said the fraud attacks cost them more than $50 million.

AFS Logistics recognized with two accolades for technology platform

Award-winning AFSmart technology suite honored for providing shippers with critical data for fast decision making

Marstone partners with American Bank and Trust

The aim of the deal is the seamless and secure integration of Marstone’s capabilities in order to deliver cost efficiencies and increased opportunities for revenue growth and development.

Lawyers Getting Tripped Up By Generative AI Such As ChatGPT But Who Really Is To Blame, Asks AI Ethics And AI Law

The aspect that this has happened to lawyers got keen attention and banner headlines.

OpenAI co-founder says international cooperation is needed as we move toward ‘superintelligence’

Brockman thinks this cooperation can, and should, happen between governments and international agencies and the companies engaged in the work of building AI.

FinTech