Managers of Wealth Americas

Brazil Bans Stablecoins For Cross-Border Payments

Going forward, a remittance firm cannot convert foreign funds into stablecoins and settle the payment on a blockchain.

LPL Investing in AI to ‘Prop the Advisor Up’

LPL executives addressed the impact of artificial intelligence and its continued integration of Commonwealth, with asset retention now in the mid-80% range.

For Today’s Bank CIO, It’s Not Just About Technology

CIOs today are strategists and business partners as well as managers of the mission-critical function that other company leaders are relying on to deliver their agendas.

BetaNXT to Support Vanguard Investor Choice Program

Innovative Pass-Through Voting Solution Developed in Partnership with Tumelo Simplifies Proxy Voting Process for Investors in Participating Vanguard Funds

Goldman Sachs Restricts AI Usage in Hong Kong

Goldman Sachs has curtailed access to advanced AI tools for its Hong Kong bankers, underscoring how escalating U.S. China tensions are beginning to disrupt even core productivity infrastructure in global finance.

State Street to Launch Tokenized Fund Servicing from Luxembourg

State Street Investment Management is expected to be an early adopter of the service.

Wisconsin's Forte Bank selects CSI as core provider

Forte Bank is deploying CSI's NuPoint platform and the Apiture digital banking solution to enhance its operations and customer experiences.

Broadridge joins Ireland's financial literacy push

This collaboration addresses a critical challenge facing Ireland's financial services sector.

Digital Ascension Group Expands C-Suite to Deepen Its Lead in End-to-End Digital Asset Wealth Management

New executives from Goldman Sachs, Grayscale, BlackRock, and U.S. Bank reinforce the firm's focus on being a leading integrated platform connecting investment, advisory, custody, and compliance under one roof.

Digital-first banking: Alex Shootman

Away from the handful of huge, well-known banks in the United States, there are around 9,000 regional banks and credit unions that actually serve the majority of the market.

Savvy Wealth Unveils Agentic AI Platform for Financial Advisors

Savvy Wealth introduces Savvy Intelligence, an AI-driven platform integrating client data to streamline financial planning and advisory services.

Jump Expands Leadership Team Amid AI Growth Push

Fresh off an $80 million capital raise, Jump is using the money to add four key executives, including Torie Happe, the former head of partnerships at Holistiplan.

WealthReach rolls out AI referral engine to systematize advisor growth strategies

New tool embeds decades of referral coaching into automated workflows for RIAs.

Wells Fargo Advisors Ranks #1 in J.D. Power Digital Experience Study

Wells Fargo Advisors leads competitors in full-service investor satisfaction in app and website.

FIS Leads Core Banking Modernization for Second Straight Year, Everest Group Core Banking Report Finds

The recognition affirms FIS's position as the partner financial institutions trust to navigate one of the most consequential technology transitions in the industry's history.

Bank of America tech chief shares AI strategy focus

Chief Technology and Information Officer Hari Gopalkrishnan described how the bank is advancing its AI journey during the Semafor World Economy 2026 event.

FINNY Launches AI Tool Hunter for Financial Advisors

FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors

Grant Thornton survey: A widening ‘AI proof gap’ is emerging, but well-governed AI is showing results

More than three quarters of senior leaders lack full confidence they could pass an AI governance audit, and only 12% say their workforce is truly AI-ready — putting returns and accountability at risk

InvestSuite Launches StoryTeller in U.S. Market

InvestSuite unveils StoryTeller, an AI-powered tool for advisors to create personalized portfolio narratives, meant to enhance client engagement and retention.

RBC says its focus on AI is paying dividends

Royal Bank of Canada is betting that AI implementation will drive much of its future growth.

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