Managers of Wealth Americas

How FinTechs Will Come of Age in the 2020s

We view FinTech as an opportunity to offer the best digital financial experience to everyone, everywhere.

Leading robo becomes exclusive platform for 5,000 HUB advisors

CEO tells WP he thinks the era of confrontation between advisors and robos is over

How Canadian wealth firms are fending off robo challenge

Even with increased digitization, there are still gaps in advice that need to be filled

Tech Trends 2020

Deloitte’s 11th annual Tech Trends report provides insights and inspiration you will need for the digital journey ahead. Several of this year’s trends are responses to persistent IT challenges. Others represent technology-specific dimensions o

Wells Fargo Scores Highest in Wealth Management Mobile App Satisfaction

Mobile app recognized by J.D. Power for ease of navigation

KKR Closes $2.2 Billion Next Generation Technology Growth Fund II

KKR has established a strong track record of supporting technology-focused growth companies

Wells Fargo Scores Highest in Wealth Management Mobile App Satisfaction

Mobile app recognized by J.D. Power for ease of navigation

Broadridge accelerates hybrid cloud strategy

Accelerating its shift to a hybrid cloud model will enable Broadridge to further deliver next-generation SaaS solutions to its clients

Brinker Capital Is Up for Sale

Brinker launched a series of multi-manager mutual funds in 2017

Hedge fund puts $550m into technology stock option financing

Investment in SecFi comes as start-up employees look for ways to unlock wealth before IPO

Independent Financial Partners Becomes a Galileo Money+ Banking Partner

Client-first Galileo Money+ enables financial advisors to offer high-interest rate, FDIC-insured bank accounts

Goldman Sachs finally launches app for online bank Marcus, will offer loan payment

In point of fact, a mobile application for Goldman Sachs’ Marcus was long-awaited since a lack of mobile app had been frustrating its large customer-base

“CEORater” honors SS&C’s Bill Stone as Technology CEO of the Year

Bill Stone founded SS&C Technologies, Inc. in 1986.

Firms see technology as savior to cut costs, offer competitive edge

The use of automation to simplify and bring the down the cost of middle-office and back-office functions is where Mr. Hyat sees technology having the biggest impact on money managers.

How Cryptocurrency Can Take On Traditional Funds

When it comes to finding an asset manager or investment fund, consumers are no different.

2020 predictions for asset management

Models will continue to gain ground.

NORD/LB migrates New York, Singapore and Shanghai branches to Avaloq Banking Suite

NORD/LB Luxembourg Covered Bond Bank generates competitive refinancing for NORD/LB group's core lending business through the issuance of high-quality covered bonds.

Phoenix American Financial Services Announces New Client Partnership with LaSalle Investment Management

The Company's industry leading STAR-XMS transfer agent system is the result of Phoenix's direct experience as a fund sponsor as well as decades of experience as an administrator for alternative investment funds.

IBM and Chamber of Fintech partner to transform banking in Argentina

Fintech companies are leveraging on technologies that allow robust growth.

North America saw the most crypto and blockchain investment in 2019

Overall, the blockchain/cryptocurrency sector saw approximately $3.7B in investments across 741 different deals during 2019.