Managers of Wealth Americas

Hiscox teams up with Google to expand coverage for California homeowners

The new model is already helping provide additional insurance options for Californian homeowners.

Dentons and AXL announce strategic partnership to advance legal innovation with AI

Through collaboration and visionary thinking, Dentons and AXL will co-create and deliver cutting-edge AI tools to drive innovation – from Canada, for the world.

WealthTech firm Conquest Planning raises $80m to expand in US

Conquest Planning develops advanced digital planning tools for financial advisors and institution

SS&C to Power Wesleyan’s New Digital-First Wealth Platform

One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C

Chantico Technology and Copia Wealth Studios Announce Strategic Partnership to Bring Scenario Modeling to Complex Portfolios

The combined offering addresses a specific challenge: stress-testing portfolios that mix traditional securities with private equity, real estate, and other alternative investments.

The Active ETF Boom, Assets Up 600%: Broadridge Report Unpacks the Growth and What Sets Apart Launches that Soar from Those that Stall

Top 10 active asset managers control 77% of active ETF assets, shedding light on a concentration challenge

LTX, a Broadridge Company, Expands Generative AI Capabilities with BondGPT Intelligence

New functionality proactively delivers actionable intelligence directly into trading and investing workflows at the moment users need these critical insights

TD Announces Launch of Groundbreaking Predictive Foundation Model

TD AI Prism set to redefine marketing efforts to predict customer needs and personalize experiences

Matera and Circle Join Forces to Turn Stablecoins into a Payment Method Integrated with Core Banking Systems

Matera Becomes the First Banking Technology Provider in the Region to Integrate USDC, Ushering in Interoperability Between Digital Currencies and Traditional Financial Systems

Goldman Sachs is warning students against using ChatGPT in their interviews

Any solution that ChatGPT regurgitates will also not be specific to your own experiences.

Tenity expands to Silicon Valley

Through this partnership, Tenity will establish a satellite presence in Silicon Valley, expanding its reach to the U.S. and enhancing its support for founders who wish to scale globally.

Walmart's OnePay adds credit cards to financial services portfolio

In partnering with Synchrony and Mastercard, OnePay will add credit cards to its growing portfolio, offering both a general-purpose card and a private label card, which will be exclusively for Walmart purchases.

LSEG to provide trading technology to Brazilian digital exchange A5X

A5X will operate LSEG’s suite, integrating it into its state-of-the-art technology ecosystem.

CIBC Online and Mobile Banking ranked #1 by J.D. Power for customer satisfaction in Canada

Delivering value and innovation that enables clients to bank when and how they want is a key focus for us

Charli AI and Its Smart Deal Finder Could Supercharge a Firm's Investments Search

AI-powered tools are growing ever more sophisticated and filling niche advisory needs.

Finnish tax fintech Aibidia raises $28m Series B for US expansion

The Series B round was led by Activant, with participation from existing investors, DN Capital, FPV, and Icebreaker.vc

SEI Business Audit Tool Reveals Financial Advisors’ Focus on Significant Business Transitions

Industry Prepares for Substantial Evolution, Advisors Focused on Business Planning, Growth, and Scalability

Thunes secures US money transmission licences

In addition, American Members of the Network will now be able to fund Thunes locally.

Temenos named Best Core Banking System at Banking Tech Awards USA

Prestigious industry award recognizes Temenos’ US banking capabilities and innovation.

JPMorgan Adopts Bitcoin Amid Dimon’s Resistance

The bank’s decision mirrors a broader institutional trend as legacy firms race to satisfy the increasing appetite for crypto from affluent investors.

FinTech