Managers of Wealth Americas

Winnow Named as Finalist in 2022 Wealth Management "Wealthies" Industry Awards

Winnow's automated regulatory compliance management platform gains recognition in two compliance-related categories.

First Trust Buys Direct Indexing Platform Veriti

Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.

Wealth advisers should digitise more, says Yaela Shamberg of InvestCloud

Founded in California in 2010, InvestCloud is a global tech company offering cloud-based digital financial tools, apps and platforms, with an approach that combines a design focus with behavioural science expertise.

Crypto pioneer Altana launches Digital Assets Fund

ADAF follows six main primary investment themes: Layer 1 & 2 Blockchain, Decentralised Finance, Web 3.0, centralised exchange platforms, interoperability and Metaverse/Gaming.

Private equity firms conclude acquisition of LSEG’s BETA+ platform

In February, the group struck a deal to buy TORA, a cloud-based trading technology solutions firm, in a $325m deal.

Goldman Sachs Partners With Capital Markets Technology Firm

The collaboration with Derivative Path is the latest step by Goldman Sachs to gain market share in the crowded

Jacobi Asset Management to launch Europe’s first Bitcoin ETF on Euronext Amsterdam

“Flow Traders has been a longstanding supporter of enabling exposure in digital assets and we are delighted to be working with Jacobi Asset Management on this launch.”

Franklin Templeton selects startups for inaugural fintech accelerator

Franklin Templeton will provide startups in this incubator a minimum of US$150,000 each in seed funding.

SEI Introduces the SEI Strategies Featuring Dimensional

Collaboration Delivers More Investment Flexibility for Advisors

Succession Planner for Ultra-High-Net-Worth Families Turns to ShardSecure® for Heightened Data Security

Because of the sensitive nature of their client information, leafplanner turned to ShardSecure and its patented Microshard technology for stronger data privacy protection.

Conversion Capital Launches $122 Million Fund III to Invest in Early-Stage Fintech and Infrastructure Startups

Fund focuses on software, cloud infrastructure, and data technologies that will bring increased efficiency and scale to highly regulated and complex industries

Société Générale is the Latest Global Bank to join Broadridge’s Distributed Ledger Repo Platform

The blockchain-enabled platform accelerates the digitization of the global repo market

SRM Evolves Offerings and Approach with Its Digital Assets Advisory

SRM is involved in a wide range of emerging digital technologies that impact not just retail banking, but include wealth management, trust, back-office banking, corporate lending, payments, and treasury.

Proposed SEC cyber rules mean new demands for asset managers

The threat landscape for investment advisers and investment companies have grown more complex due to the dependency on technology and technology suppliers for critical business operations.

TD Recognized as Market Leader in Digital Customer Engagement by Industry Banking Reports

TD continues to lead in key digital banking categories among Canadian banks according to three separate industry reports.

Technisys Integrates Platform with Microsoft Cloud

Through this integration financial institutions can personalize their banking experience, adopt digital innovations, and uncover new revenue streams by embracing the cloud

Digital Asset Management Company, Wedia Group, expands into Canada with new Toronto Office

The new Toronto office will offer a critical step as the brand continues to expand into the Canadian market. Wedia Currently serves several established Canadian clients, including Hydro-Quebec, Decathlon, Michelin.

Paxos and State Street Partner to Deliver Reduced Costs and T+0 Settlement in Innovative Pilot

Using Paxos Settlement Service, State Street and Credit Suisse can respond to the SEC request for pathways to T+0 settlement

Northern Trust Creates Digital Assets and Financial Markets Group

New Asset Servicing team unifies digital and traditional market functions.

Modernizing payments: A faster transition isn’t always better

As a result, many financial institutions incur cost, experience reliability and scalability issues, and lack the innovation, flexibility and speed to market of newer services.

FinTech