Managers of Wealth Americas

Finster AI secures investment from UBS to advance AI innovation in investment banking

Investment reflects a focus on AI-native infrastructure supporting research, advisory, and capital markets workflows

Zuckerberg’s AI vision collides with Meta’s $135bn spending reality

A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case.

Wells Fargo outlines tokenised deposits launch for corporate payments

The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability.

Scotiabank equips employees with AI-powered knowledge agents through Scotia Intelligence

As Scotiabank has moved from experimentation to enterprise-wide scale, its AI strategy has remained anchored in three strategic themes: elevating client experiences, delivering speed and efficiency, and enhancing risk management.

Advisors, not algorithms, still drive financial fulfillment, says Edward Jones’ David Chubak

Nearly one in five U.S. adults have turned to AI for financial guidance, but almost none trust it fully — and Edward Jones' David Chubak says that gap is good news for advisors

The Diamond Podcast for Financial Advisors: Ryan Belanger on Why AI Matters Now to RIAs

Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use.

Ray Dalio Thinks The AI Boom Is Starting To Look Familiar

History suggests those two ideas can coexist. A technology can change the world while many of the investments tied to it ultimately disappoint.

Bank of America to acquire cybersecurity consultancy MDSec

The bank will gain a team of approximately 65 cybersecurity-focused employees through the transaction, which is expected to close in Q4 2026.

Encore AI bags $30m to deploy agentic AI across customer interactions

The fintech uses AI agents to replicate the behaviours and techniques of top-performing employees, deploying them across all customer interaction channels.

Mercer Launches Second Generation of Aspen Unified Operating Platform

The RIA's new platform features knowledge graph architecture, a canonical data model and data ontology.

The Fintech Landscape of Central America: Panama in 2026

The following is an overview of the fintech ecosystem and its relation to wider economic development of Panama in 2026.

Temenos Named One of World’s Top Fintech Companies by CNBC

After analysis of 3,500 companies around the world, CNBC and Statista chose the honorees based on publicly available and privately provided performance data over the past year.

JPMorgan’s AI leadership is getting a reset. These are the key players.

The firm's AI chief, Teresa Heitsenrether, announced her retirement earlier this month after four decades at the bank, reshuffling the technology leadership.

AI in wealth management: budgets surge but ROI remains elusive

The data, drawn from 40 leading RIAs, wealth management firms, and broker-dealers representing $8.6 trillion in assets, points to a widening gap between ambition and accountability.

OneDigital Selects JIFFYAI to Modernize Investor Onboarding and Accelerate Growth

AI-powered Unified Onboarding solution will help OneDigital deliver a seamless, integrated onboarding experience aligned with its vision for holistic wealth management

Bank of America embeds generative AI into customer service tools

The new generative AI capabilities within EricaAssist summarize why a client is calling, pull together relevant information, and recommend next steps based on the employee’s role and the client’s relationship with the bank - all without interr

BlackRock is raising $12bn to build Meta a data centre it will own, lend to, and rent out

The same BlackRock that just bought the world's largest data-centre developer is now raising $12bn of debt to build Meta another one. It owns the buildings, lends the money, and collects the rent. And most of the borrowing never touches Meta's b

Bain & Company named an OpenAI Elite Partner

As an OpenAI Elite Partner, Bain & Company will continue working with OpenAI to help client businesses build, deploy, and scale frontier AI solutions responsibly and effectively.

Wise launches international transfer service in Chile

The service covers common use cases such as remittances to family members overseas, payment of international tuition fees, and financing for travel.

Bitget Wallet and alfred Bring Stablecoin Access to Latin America's Local Banking Rails

The integration launches across Brazil, Argentina, Mexico, and Colombia, enabling users to fund stablecoin accounts directly via domestic bank transfer

FinTech