Managers of Wealth Americas

SEI Reports Third-Quarter 2021 Financial Results

Our talented workforce is the key to our ability to serve our clients globally and create opportunities for our future.

Brazilian Asset Manager Kinea Makes Exploratory Investment in Ethereum

Marco Aurélio Freire, manager of the funds of the company, declared to local media the investment was made two months ago.

SoftBank, Amazon, Accel invest $108mn in banking platform Pismo

Pismo said its cloud-native platform for financial institutions hosts more than 25 million accounts

Client segments have been re-shaped—and advisers need to adapt

The turbulence and uncertainty of financial markets has seen many wealth firms experience an uplift in AUM, with advisers getting closer to clients and becoming the primary touchpoint of their financial lives.

Small banks, big challenges: How can community banks better serve customers?

People in the US and around the world still rely on community banks

Bitcoin Spikes After Bloomberg Reports SEC Won’t Block Futures ETF

The key cryptocurrency’s price shot past $59,000 late Thursday.

Innovating together: what is happening in Wealth & Asset Management

Openess and API facilitate collaboration and access to innovation.

State Street Digital Appointed by Digital Securities Depository Corporation (DSDC)

State Street will provide safekeeping, transaction settlement, dividend collection, and FX payment services to DSDC

Grant Thornton and Xero launch pro bono program for women-owned businesses

Grant Thornton’s Business Boost program will provide up to five women-owned SMEs with a complimentary custom cloud ecosystem.

CyborgTech Announces Investment From Leading WealthTech Developer PureFacts to Expand Award-Winning Robo-Advisory Platform

Launched in 2019, Cy helps financial advisors successfully engage with clients throughout the investment journey

TD Bank partners Autobooks for new invoicing function

The digital invoicing and payment acceptance capabilities were developed by Autobooks.

CBDC and stablecoins: Early coexistence on an uncertain road

Cryptocurrency has been touted for its potential to usher in a new era of financial inclusion and simplified financial services infrastructure globally.

JPMorgan CEO blasts bitcoin as ‘worthless’

Stating that his views are different from those of the bank and its board, Dimon said he remains skeptical.

Overcoming the operational complexities of side pockets

Having moved beyond the initial suspicious attitude in the wake of the 2008 financial crisis

Broadridge Extends Intelligent Automation Suite with New AI-powered Anti-Money Laundering Solution

The current financial crime prevention ecosystem is fragmented and vulnerable to emerging threats.

BNY Mellon Moves Wire Payments into Microsoft Azure, Increasing Resiliency and Capacity of Payments Industry

This cash management relationship establishes the capability to secure high value wire payments that are critical to the orderly functioning of markets over cloud technology.

JPMC, BoA, Other Big Banks Squeezed by Soaring Tech Costs

That will come at numerous big banks, with the small increase in loans not likely to be able to mitigate the blow from record-low interest rates, according to the report.

Santander spins off merchant payment business Getnet Brazil

Getnet Brazil is already the number three acquirer and number one in ecommerce in the country, having doubled its market share in the past five years.

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

The new solution will empower Broadridge’s client base with direct access to NYFIX Matching’s automated trade allocation

Formal accounting: General considerations following entry into effect of bitcoin law

This article presents some general considerations that merchants required to comply with the “formal accounting” requirements under El Salvador’s commercial

FinTech