Managers of Wealth Americas

State Department Federal Credit Union (SDFCU) Launches New Digital Banking Platform

This evolution in digital banking reflects SDFCU's commitment to serving members with unparalleled effectiveness.

Binance.US plans to restore USD services in early 2025 — Interim CEO

Binance CEO Richard Teng recently said it was “premature” to discuss the exchange’s return to the US.

Wall Street Exchange taps TerraPay to boost cross-border payments

WSE’s collaboration with TerraPay enhances financial accessibility for individuals and businesses, especially those who rely on cross-border payments to support family members, pay for services or conduct business internationally.

Broadridge Collaboration with CCRI Expands ClearFi Platform, Adding Crypto Sustainability Data

Comprehensive solution for clients required to disclose sustainability metrics and generate whitepapers as per EU MiCA regulation

SEI Announces Strategic Partnership with Pension Insurance Corporation

Streamlines Bulk Transfer of Benefits into SEI Master Trust among Buy-Out Arrangements

10 key stories on AI and wealth management in 2024

By the end of 2024, seemingly every financial technology company offered some sort of AI functionality, whether anyone on the user side asked for it or not.

SEI Acquires LifeYield

New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities

SEI and Phillies Kick Off Contest for Mural at Citizens Bank Park

Mural Reinforces Shared Commitment to Community, Local Artists Invited to Submit Concepts by February 14, 2025

FV Bank becomes first US digital bank to offer traditional and digital asset services

The expansion builds on FV Bank’s successful integration of Circle’s USDC in September 2021.

Broadridge Announces First-of-its-Kind AI-Powered Algorithm Insights Service

This is the first and only solution of its kind, using advanced AI to leverage public and private data to understand the liquidity landscape, particularly potential dark fill location.

BlackRock reveals key motivation behind launching crypto ETFs

James highlighted the success of Bitcoin ETFs, noting that some of these have been among the most successful launches ever.

US explores feasibility of settlement network for multi-asset transactions

Interoperability is required as at the moment

Nuvei introduces blockchain-based payments in Latin America

The solution benefits from Visa’s wide acceptance and simplifies corporate treasury management, offering faster cross-border transactions, secure digital asset custody, reduced currency complexity, and improved operational liquidity.

Meta applies for ERISA exemption to use captive

This proposed exemption also would require Meta to delegate fiduciary oversight of the reinsurance arrangement

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

Not All Private Bankers Immune From AI Disruption

One of the roles with the lowest potential for automation is personal financial advisors.

SentinelOne Named to Deloitte Technology Fast 500 List for Sixth Consecutive Year

AI-security leader continues to break boundaries with relentless innovation and strong growth, claims top spot among publicly traded security vendors

Broadridge Significantly Enhances Structured Product Trading Capabilities

New enhancements address industry needs to quote at unprecedented scale, while optimizing trading technology to unlock significant efficiency gains for traders

Partners Group Introduces New Infrastructure Evergreen Fund in Canada

Partners Group has run private markets focused evergreens since 2001 and is now expanding to additional asset classes for its evergreen solutions.

Northern Trust taps CloudMargin for new collateral management system

Northern Trust has launched an enhanced active collateral solution designed to help institutional investors manage their collateral more efficiently while meeting the demands of continual market change.

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