Managers of Wealth Americas

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice

Plus500 Surpasses $1 Billion in US Futures Funds

The fintech group said it remains on track to meet full-year revenue and EBITDA guidance.

AI-Powered Scams Fooling Financial Advisors, State Regulators Warn

Criminals are using FraudGPT and WormGPT to target “thousands” of potential victims

Broadridge’s Distributed Ledger Repo Platform Processes $339 Billion in Average Daily Trade Volumes in September

September 2025 ADV up 650% Year Over Year, Highlighting Rapid Growth in Tokenized Real Asset Settlement

Finastra’s Americas Lending Day Highlights Digital Innovation, Market Growth, and Customer-Centric Strategies

The event also highlighted the crucial role of AI and automation in streamlining operations, risk assessment, and client engagement.

Non-Bank Players Set to Claim One-Fifth of Corporate and Investment Banking Revenues by 2030, Reshaping the Future of Capital Markets

BCG’s analysis shows that AI could free up to 25% to 40% corporate and investment banker capacity by 2030

J.P. Morgan Payments named Payment Technology Provider of the Year by Tearsheet

Tearsheet recognized J.P. Morgan Payments for its scale, innovation, and measurable client impact through technology-driven payments infrastructure.

$19 billion crypto blood bath

Investors lose billions as US-China tariff war deepens

Main Capital Partners successfully closes €300 million single-asset continuation fund to establish a leading Pan-European GovTech player

The first step of the internationalization is the anticipated combination with Documaster

S&P 500, Nasdaq rise as investors focus on AMD-OpenAI deal

AI-linked firms advanced: Palantir Technologies (PLTR.O), opens new tab jumped 5%, while Oracle (ORCL.N), opens new tab gained 2.3%.

Agentic AI in wealth management

What advisors can do now

Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows

Adaptive WealthTech Leader's Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client Expectations

Nubank applies for US national bank charter

For the US push, the bank has recruited former acting Comptroller Brian brooks, and ex-treasury department executive Kelley Morrell to help grease the wheels of its application.

U.S. Treasury pushes AML compliance into the AI era

Technology, particularly artificial intelligence, plays a central role in this strategy.

BofA Unveils AI-Driven Capital Markets Insights on CashPro® App

C-Suite and Treasury Teams to Have Consolidated Capital Markets Knowledge In the Palm of Their Hand

Digital Asset Adoption Accelerates Alongside Distributed Ledger Technology Implementation, Broadridge DLT in the Real World Study Finds

The DLT in the Real World 2025 report provides a detailed look at where adoption is taking place

FinTech