Managers of Wealth Americas

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.

Concurrent Expands Partnership with TIFIN to Empower Advisors and Drive Better Investor Outcomes

Using artificial intelligence (AI) and advanced machine learning (ML) algorithms, AG analyzes data to help advisors identify key opportunities

Sage expands embedded services to Europe and North America

Embedded Services aims to equip platform partners with capabilities that deepen customer engagement

Bluevine Partners With Stripe to Launch Invoicing and Payment Links for Small Businesses

New offering creates all-in-one ecosystem for businesses of all sizes to get paid quickly, manage all aspects of business

Broadridge and Novisto Address Rising Demand for Sustainability Data Management and Reporting Platforms

Pioneering software helps companies manage risks and opportunities through effective and efficient sustainability data capture, analysis and reporting

Major US banks consider join stablecoin venture

The move follows US regulatory action towards stablecoin regulation

Some US banks explore venturing into crypto with joint stablecoin, WSJ reports

Stablecoins, a type of cryptocurrency designed to maintain a constant value, usually pegged to a fiat currency such as the U.S. dollar, are commonly used by crypto traders to move funds between tokens.

TD Bank to lay off 2% of staff in restructuring

Chun commented: "We are structurally reducing costs across the bank by taking a disciplined look at our operations and processes to find opportunities to automate and to re-engineer them.

TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services

SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA

Worldpay expands into Colombia to boost e-commerce and global payment access

The move is part of Worldpay’s broader strategy to expand its footprint across Latin America.

Canadian Investors Rethink Spending and Investment Decisions Amid Global Trade Wars: New Broadridge Survey Reveals

Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments.

Bank of America: QR Sign-Ins by Business Clients Increased 60%

More than 40,000 business clients around the world use CashPro to manage their treasury

UBS Shuts Down Robo-Adviser “Advice Advantage”

The exit follows industry trend as major firms retreat from unprofitable automated investing platforms

Capital Bank Launches New Digital Banking Platform in Partnership with Q2, Advancing Innovation and Customer-Focused Growth

The upgrade delivers a secure, modern experience for business customers and marks a major step in the Bank’s ongoing digital evolution.

FinTech