Managers of Wealth Americas

Pathstone Announces the Addition of Cornerstone Capital Group

Growing Smart(ly) in a Way That Matters

SS&C Intralinks Sees Continued Strength in Mergers & Acquisitions Activity through Q2 2021

We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.

RBC selects FactSet as market data and technology provider for wealth management

The multi-year agreement also encompasses FactSet’s Advisor Dashboard, which will provide RBC’s wealth management teams with a holistic view of their entire client base.

Harvey Nash / KPMG CIO Survey 2020: Asset Management

How asset managers are adjusting their IT priorities in response to COVID-19.

Front-to-Middle Office Platforms: North American Wealth Management Edition

Vendors providing the front-to-middle office platforms for these financial institutions (FIs) must deliver a solution that produces an exclusive client experience.

SS&C ALPS Advisors Announces Active REIT ETF (REIT)

Partnership with GSI Capital Advisors and Blue Tractor will support expansion into active ETFs

intelliflo combines five digital wealth businesses under one brand

Intelliflo UK’s Intelligent Office becoming intelliflo office – which streamlines the entire advice process, allowing users to enter client’s data once, and use it for many different purposes, all within a single, time-saving system.

The Mobile Finance Apps That Banks Don’t Know Their Customers Use

Bankers may be familiar with consumers’ rate of fintech adoption, but they’re often unaware how this fintech activity impacts the financial institutions they work for.

New unicorn Axonius raises $100M to expand its cybersecurity asset management platform

The platform allows information technology and security teams to see devices for what they are in order to manage and secure them through a unified, extensible and open system.

Chartis Research recognizes SS&C Algorithmics Balance Sheet Risk Management

The company demonstrates that innovation is a continuous process.

FIS Unity Wealth Management Platform Named Best Technology Platform for Family Offices at Private Asset Management Awards

Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.

Wealth management solution provider goes public via SPAC

Apex empowers its clients

Taking The On-Ramp To Financial Modernization

Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.

Financial Services Firms That Invested in Emerging Technologies Profited in 2020, New Broadridge Study Finds

Widening gap emerges between Leaders and Non-leaders

Broadridge Next-Gen Technology Adoption Survey

Firms are now shifting priorities based on the benefits achieved to date.

Prudential Financial preps $185 million contribution to pension plans

The company contributed about $205 million in 2020 and $280 million in 2019.

Six Strengthens ESG and Alternative Data Offering with Investment in Orenda

Orenda delivers real-time, high frequency ESG scores and insights into a company’s reputation to help measure the sustainability and societal impact of an investment.

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%

The 2.37% reading for February 2021 also marks the eighth consecutive month of lower year-over-year redemptions, as well as the lowest redemption level for any month of February since the Forward Redemption Indicator’s inception in 2006.

How banks are harnessing artificial intelligence

Financial services firms are using AI to create smart trading platforms and identify client needs

FinTech