Managers of Wealth Americas

TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services

SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA

Worldpay expands into Colombia to boost e-commerce and global payment access

The move is part of Worldpay’s broader strategy to expand its footprint across Latin America.

Canadian Investors Rethink Spending and Investment Decisions Amid Global Trade Wars: New Broadridge Survey Reveals

Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments.

Bank of America: QR Sign-Ins by Business Clients Increased 60%

More than 40,000 business clients around the world use CashPro to manage their treasury

UBS Shuts Down Robo-Adviser “Advice Advantage”

The exit follows industry trend as major firms retreat from unprofitable automated investing platforms

Capital Bank Launches New Digital Banking Platform in Partnership with Q2, Advancing Innovation and Customer-Focused Growth

The upgrade delivers a secure, modern experience for business customers and marks a major step in the Bank’s ongoing digital evolution.

How Generative AI Is Revolutionizing The Wealth Management Industry

A recent survey indicates that a significant majority of wealth management firms are planning to increase their investments in AI-driven solutions in the coming years.

Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents

These patented methods and systems are behind BondGPT, Broadridge’s award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary.

Using AI To Help Fix Wealth Management

Traditionally, wealth management has followed a generalized approach, using broad investor profiles rather than individualized insights.

Assette Launches AI-Powered RFP & DDQ Automation for Asset Managers

Assette’s solution is different.

Digital resilience: How wealth management firms are partnering for performance amid volatility

In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace.

When it comes to tech adoption in wealth management, many hands make light work

But these advancements have increased pressure on wealth management firms and advisors to keep pace and ratcheted up the risks of getting left behind in a competitive marketplace.

US fintech Chime files for Nasdaq IPO

Chime filed a registration statement on Form S-1 with the US Securities and Exchange Commission on Tuesday.

Willis launches FinTech Plus, a global insurance solution

FinTech Plus is reportedly flexible, adaptive to the needs of companies at different stages and business models.

EMAlpha Selects State Street’s LINK Platform for Integration of Multilingual AI Co-Pilot

LINK provides a “smart desktop” where clients can create and operate easy-to-deploy, customizable trading and workflow solutions.

IRALOGIX Celebrates 10 Years of Retaining Assets and Driving Revenues for Wealth Management Partners

From Start-up to Standout, Firm Continues to Shape the Future

Growing Need for Operational and Cyber Resilience Dominates Concerns Among Financial Services Industry

Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge

Citi Wins American Banker's Innovation of the Year Award

Citi Token Services was named “Innovation of the Year” by American Banker in the On-Chain Finance category

CaptiveSimple launches new captive insurance platform

CaptiveSimple said that its SaaS platform is delivered via a scalable web interface

JPMorgan says AI helped boost sales, add clients in market turmoil

The volatility prompted individual investors to call their bankers seeking advice, Erdoes told Reuters.