Managers of Wealth Americas

Chintai Partners with Chimera Wealth

The leading investment firm is a foundational member in Chintai's Beta program, managing regulatory compliance and digitizing assets on platform.

Claymore Capital Partners Selects SS&C for Initial Fund Launch

The Cincinnati investment advisor will leverage SS&C GlobeOp for multi-strategy PE fund-of-funds

BNY Mellon Embraces Crypto, But One of Its Units Isn’t So Sure

That volatility was on full display on Wednesday, with the token slumping nearly 5% to $34,480 as of 10:00 a.m. London time.

Iress adds premium Dow Jones content to its market data software

This extends Iress’ current partnership, which focuses on news and information feeds focused on content from specific geographies.

Cathie Wood, 21Shares Eye Crypto ETF in U.S.

However, Wood and 21Shares may have to wait a while before the fund can launch.

Citibank Enters Crypto Space, Launches Digital Assets Unit

The funds the bank will offer include two from Galaxy Digital, a crypto firm founded by Mike Novogratz, while the third is a joint effort from asset manager FS Investments and Bitcoin company NYDIG.

Bank execs predict branch model will be dead within 5 years

More than 80% believe unlocking value from AI will be the key differentiator between winning and losing banks.

After a year that disrupted the industry, global rankings show that fintech is thriving

The report also shows that significant investment came into the sector during the year.

Billionaire Salinas Says He's Working for His Bank to be Frist in Mexico to take Bitcoin

Salinas is the founder and chairman of Grupo Salinas

Bank of America Okays the Crypto Approach in Developing Countries

The head of emerging market cross-asset strategy and economics highlighted that digital currencies have a “lot of potential” for including the unbanked population in a global financial system.

Cryptocurrency Market Is Healing, Says JPMorgan Strategist

The research note highlighted stability in the Bitcoin futures market.

SS&C Simplifies Organizational Structure to Focus on Growth Opportunities

The new organizational structure will accelerate technology innovation and strategic product development in rapidly evolving markets and enhance the overall customer experience.

International financial advisory firm rolls out robo-adviser for affluent American expats

It will charge 0.5% a year in fees

Citigroup launches Digital Asset Group, adding crypto to wealth management unit

Bitcoin is up 0.8% to ~$34K and C increases 1.5% ahead of the Fed's bank stress test results to be released after the close.

FV Bank selects Fireblocks for digital asset custody services

FV Bank is the one of the few banks which has a banking license and digital asset custody licenses which will enable FV Bank to offer new services inside a vertically integrated and regulated bank service offering.

SmartAsset Raises $110 Million in Series D Funding, Bringing its Valuation to Over $1 Billion

Existing investor, TTV Capital, leads round to fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform

Cloud-based asset management software is in demand

A multitude of factors is driving industry adoption.

M&T Bank Launches Access to New Capability

New M&T Bank survey reveals that many American consumers need professional guidance as they emerge from COVID-19 financially healthy and look to increase investments in retirement, college education and lifestyle

BNY Mellon Treasury Services Launches Cross-Currency Sweeps, Automating Liquidity Management for Clients

Cross-currency sweeps automate the end-to-end process while delivering a host of additional benefits to treasurers.

The Robots Are Coming. Is Your Firm Ready?

The researchers said the study, which analyzed five years’ worth of data on businesses in the Canadian economy, is the most comprehensive of its kind on how automation affects employment

FinTech