Managers of Wealth Americas

Appealing to the Millennial Investor

Insights to Help Advisors Forge Connections that Matter.

Scotiabank Partners with Google Cloud to Create More Personalized and Predictive Banking Experiences

This partnership builds on the significant progress Scotiabank has made on its cloud strategy over the last several years.

Bill Stone: SS&C 35th Anniversary and Evolution of Asset Management

This year, as SS&C celebrates its 35th anniversary, SS&C is also celebrating record growth.

Central banks foresee risks in using government-backed digital currencies

CBDCs could take a major bite out of commercial deposits and jeopardise the industry’s funding, reports say

SEI Survey Finds Nearly Two-Thirds of New Provider Searches by Institutional Investors For Discretionary Services

The survey also found that the nonprofit sector was the most likely to be looking for discretionary models, while the vast majority of search consultant requests (87%) came from university or college endowments.

eMoney Advisor Announces New Partnership with Wells Fargo

Wells Fargo to offer eMoney's comprehensive financial planning platform to nearly 13,000 financial advisors

Bitcoin becomes legal tender in El Salvador: hype or breakthrough?

El Salvador, with a population of almost seven million people, currently has one of the lowest levels of financial inclusion within Latin America and the Caribbean.

SS&C Releases Intralinks 2020 Mergers & Acquisitions Leaks Report

With an almost-overnight increase in the number of people worldwide working from home and a dramatic digital surge, global M&A deals remain secure

Brazilian investment bank plans to release digital currency offering

BTG Pactual has also been involved in blockchain.

Anthony Scaramucci says people claiming big institutions are keen on crypto aren't being totally honest

Bitcoin has risen about 300% in price over the past year, alongside a surge in other major cryptocurrencies.

RBC rolls out spending forecasting tool

“The Nomi platform has been incredibly successful, and by applying deep learning techniques, we’ve built out next generation features that will elevate the offering for clients,”

Invesco Taps Novogratz’s Galaxy Digital for Crypto ETF Push

The fourth-largest U.S. ETF issuer said it’s partnering with Michael Novogratz’s Galaxy Digital Holdings to develop a “comprehensive suite of U.S.-listed, physically backed, digital asset” funds.

JPMorgan Chase to replace US retail core with Thought Machine's Vault

The deal with JPMorgan Chase comes off the back of a $125 million equity raise during the course of 2021, with another £150 million raise said to be in the works.

IBM wins major cloud deals in Africa

Customers’ needs are evolving as they seek banking services across channels and expect personalization.

SS&C GlobeOp Forward Redemption Indicator: September notifications 2.45%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

Pascal WealthTech gets more backing for growth push

Canadian technology firm selected for program aimed at helping connect early-stage companies with investors

Appway Announces Release of Client Onboarding for Wealth: Purpose-Built for the Canadian Market

Appway manages the Cloud infrastructure

Northern Trust to take stake in Essentia Analytics

The addition of Essentia behavioral analytics solutions is an extension of Northern Trust Whole Office, a strategy that facilitates client access to new technologies, services and solutions across the investment lifecycle.

BITA Risk selected by Department for International Trade for virtual trade delegation to Climate Week New York

The UK Department for International Trade is partnering with Climate Week NYC for a series of events concerning climate change from September 20th to 30th.

TD Bank Group and Envestnet | Yodlee Enter into North American Data Access Agreement

Agreement signifies alignment between TD and Envestnet | Yodlee about access to customer financial data

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