Managers of Wealth Americas

Digital Services Help U.S. Banks Grow, Modernize, Compete

The report also explores other digital banking trends in the U.S.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

SS&C GlobeOp Hedge Fund Performance Index: October performance -1.06%

TD Securities joins Paxos Settlement Service for Commodities

TD Securities’ adoption of the Paxos service is an important step to increasing efficiencies and common standards for commodities settlement.

BlackRock expands crypto strategy with Ethereum ETF application

However, Coin Telegraph reports that the SEC could approve all 12 of the pending applications for spot Bitcoin ETFs in the next eight days.

JPM Coin launches programmable payments

On November 6, Siemens AG completed its first payment using the feature

Opening doors to the world of alternative investments

New York-headquartered B2B fintech platform iCapital enables wealth managers and their clients to conveniently access private markets and hedge funds through its integrated marketplace.

Ex-JPMorgan AI MD joins commodities trading rush

Andy Alexander joins the data science team at Vitol, the Amsterdam energy firm that's busy hiring traders from Goldman Sachs and elsewhere.

HSBC to launch storage services for tokenized securities as more big banks warm to blockchain

HSBC is the latest institution to embrace digital asset custody, after U.S. banking giant BNY Mellon announced a similar move in 2021.

Ex-Cantor Executives Start Lending Platform for Anticipated Spot Bitcoin ETFs

Digital Prime Technologies’ Tokenet joins other firms seeking to fill a void left by the demise of crypto lenders Genesis, Celsius, BlockFi and others.

Broadridge Launches Two AI-Enabled Tools to Optimize Product, Strategy and Distribution Decision Making for Asset Managers

AI-enabled analytics enable asset managers to make evidence-based, strategic decisions

Valley National Bank Partners with FusionIQ to Empower Customers with Digital Wealth Management Solutions

Valley's partnership with FusionIQ and the Digital Advice platform is designed to further enhance the company's digital wealth experience.

What are the challenges and opportunities in the Canadian wealth tech space?

CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more

Solidus Labs and Amber Group unite to enhance digital wealth management security

The partnership comes amidst the growth of Hong Kong's digital asset market and the introduction of new virtual asset licensing guidelines by the Securities and Futures Commission (SFC).

BMO launches personal finance hub

Customers also get access to a quarterly indicator of how consumers feel about their personal finances and whether they are making financial progress

Provenir Named Winner of ‘Data Initiative of the Year’ in the 2023 US Fintech Awards

The company’s AI-Powered Risk Decisioning platform continues to garner industry accolades for excellence in driving success for financial institutions in 50 countries worldwide

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

This exclusive arrangement represents AssetMark's continued expansion into the bank trust channel, an integral part of the firm's growth strategy

Novata makes ESG data solution available to Series B investor Northern Trust

Northern Trust Whole Office facilitates client access to new technologies, services and solutions across the investment lifecycle.

SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM

This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.

SEI Survey Reveals Impact of Behavioural Biases on Financial Outcomes

Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors

Brazilian BaaS platform QI Tech raises $200 million

The company claims to have been profitable since its inception in 2018.

FinTech