Managers of Wealth Americas

Broadridge Study: 2 in 3 Millennials Likely to Begin Working with FAs

The last year in finance has been defined by a high-touch, high-tech experience, with technology making markets increasingly accessible.

Off‐Shore Crypto Exchange to Pay Up to $100 Million to Resolve Enforcement Action with U.S. Regulators

Civil enforcement actions and criminal charges against BitMEX’s founders are pending.

SS&C Exceeds 100 Clients on Precision LM Loan Servicing Platform

Innovation drives strong momentum with global lenders and servicers

FinCEN and CFTC assess $100 million penalty on cryptocurrency derivatives exchange

Notably, the three BitMEX co-founders were also charged with one count of violating the BSA and one count of conspiracy in October 2020.

Wells Fargo and JPMorgan Seek To Introduce Bitcoin Funds

The firm is partnering with both FS Investment and the New York Digital Investment Group on the deal.

Socially conscious fintech Aspiration to go public via $2.3bn Spac merger

Backed by celebrities including Robert Downey Jr. and Leonardo DiCaprio, the firm has signed up five million Americans as members since launching in 2015, and has a revenue run rate in excess of $100 million as of June 2021.

Whitepaper: Meeting the Demand for Diversification

The operational foundation for a multi-asset environment.

Technology is leading an evolution in liquidity

All these entities are connecting to make the corporate money market investing experience vertically integrated and extremely quick and efficient.

BlackRock Joins Fidelity And Vanguard As A Bitcoin Mining Investor

Valley Forge, PA-based Vanguard Group is currently the largest shareholder in Marathon Digital and Riot Blockchain with BlackRock leading behind after the disclosure of the recent filing.

VanEck Adds to ETF Applications With Ether Futures Filing

The Ethereum Strategy ETF would invest in ETH futures contracts and an array of other indirect ether products.

BofA Gets Record Patents as Lender Focuses on Machine Learning

“The culture we’ve created at Bank of America is immensely creative and forward-looking.”

Coinbase Names Mitsubishi UFJ as Banking Partner in Japan

The move follows the Nasdaq-listed exchange’s subsidiary registering with the Financial Services Agency (FSA), the country’s financial watchdog, in June.

Scotiabank on hunt for 100 tech workers in Ottawa and Vancouver

"Ottawa and Vancouver are key markets for our Canadian businesses and are also home to highly skilled and diverse digital and technology talent.

Ethereum to exceed Bitcoin’s value within five years

“Ether is up around 240% this year, while Bitcoin is up less than 38%. In fact, it has outperformed all other benchmark assets in the first half of this year.”

NAB, CIBC, Itaú Unibanco and NatWest launch open finance challenge

Participating teams can test, build and validate their ideas with mentorship from leaders within the banks and event partners.

Celent Awarded NexJ an XCelent Award in the Advanced Technology Category, Recognizing NexJ's CRM Technology for Wealth Management

NexJ's wealth management focus helps advisors better engage with their clients and helps firms increase assets under management

FinTech