Managers of Wealth Americas

World FinTech Report 2020

FinTech collaboration is even-more essential now for banks to achieve customer-centricity

Private banking meets the public cloud

They need the same flexibility as the larger banks.

Cambria Investment Management Hires SS&C to Service ETF Lineup

SS&C ALPS has been servicing the ETF industry since 1995 with a unique full-service offering that includes fund accounting, legal administration, distribution, and liquidity risk management.

Facebook’s vision for a new cryptocurrency gets watered down as it attempts to woo regulators

The move represents a big change for libra, which Facebook originally pitched last year as an alternative global system that would make it easier to make digital payments no matter where in the world you are.

How to make digital meetings feel like face-to-face

It’s fairly straightforward to use, and you can send a client a link so they can speak to you and see any documents you’re sharing.

Wannabe Biglaw Firm Closes Its Doors

The firm with Biglaw dreams is winding down.

What Does The Future Hold For Regtech?

A white paper by U.K.-based Juniper Research predicted that global spending in the sector will rise from an estimated $18 billion in 2018 to an estimated $115.9 billion by 2023.

JPMorgan On Corporate Treasurers And Their ‘Digitization Journey’

“Digitization is not about reaching a destination as you are constantly pushing the envelope,” Rangachari said.

Wells Fargo Takes Ax to Robo-Advisor Fee

Launched in 2017, Intuitive Investor is what’s known as hybrid robo-advisor, which means it combines an automated investing platform with access to human advisors, typically over the phone.

SS&C GlobeOp Hedge Fund Performance Index: March performance -6.85%; Capital Movement Index: April net flows declined -0.19%

Published on the ninth business day of each month, the SS&C GlobeOp Capital Movement Index presents a timely and accurate view of investments in hedge funds

TwinWin Group: a New Player Enters the FinTech Sector

TwinWin Group traditionally focused on relatively safe and stable investments

Coronavirus Cyberscams and Other Attacks – Scammers Are Still at It

In times of crisis and uncertainty like these, businesses and their employees should be more vigilant than ever of malicious attacks

SS&C ALPS Supports Advisors Seeking to Enter Non-Transparent, Semi-Transparent ETFs

SS&C ALPS has been servicing ETFs since 1995

Episode 27: Get Ready for The ABCDs of Innovation® with Chris Perry, President of Broadridge

How Broadridge helps our clients understand and apply next-gen technologies

How WealthTech Companies Survived Past Recessions

The global economy needed more than a decade to recover.

Artificial intelligence will play an increasing role in wealth management

The use of AI risks replicating the over-reliance on quantitative techniques that led to the 2008 crisis, writes Dan Tammas-Hastings

Docupace Announces Availability of Digital Adoption Bundles for Wealth Management

Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020

UP Fintech Expands into Wealth Management with Launch of Fund Mall

This cash management service invests in treasury bonds, investment-grade bonds, and bond ETFs, providing clients with high liquidity and steady interest.

SS&C Signs More than 100 Growing Funds to Eze Eclipse

Cloud platform adoptions accelerate

SS&C Releases Interactive Dashboard for Employee Benefit Integration Management

SS&C’s BenefiX® simplifies the transmission of employee enrollment and eligibility data to insurance carriers