Managers of Wealth Americas

Empower Pushes into Wealth Management with Acquisition

The combination will give Empower and Personal Capital the ability to offer retirement plan sponsors’ employees a singular view of their entire financial picture.

Envestnet Launches 2020 Advisor Summit On-Demand

Annual advisor conference is reimagined online

Chapel Hill wealth management technology firm Eton Solutions raises $11M

This financing allows us to continue to expand the functionality of our comprehensive AtlasFive platform and to ensure our clients’ early success by delivering support through our implementation and client services.

Advisor Group launches ‘Reg BI-read' enhancements to digital account management platform

The tool then captures each client’s consent, logs it for record-keeping, and enrols the client in eDelivery, converting a previously paper-based and time-intensive task into a seamless online experience.

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

SAFE invests $3.7 million in new banking technology

This is an investment in our members and in the future," said President

Refinitiv expands its digital capabilities for Wealth Managers with the launch of Refinitiv Digital Investor

Suite of digital solutions addresses critical need for faster time to market with flexible delivery options for the Wealth Management industry

Digital investing platform for women, Ellevest, expands into banking

As Krawcheck explained at the time, women were in need of a financial platform that took into account the specifics related to their lives

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform

Orion Partners with State Street Global Advisors to Expand Investment Program

Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform

Wells Fargo customers targeted with phishing attacks using calendar invites

We encourage our customers who receive suspicious emails to not respond, click on any links or open any attachments in any format.

Kofax Launches Global Trade Finance Solution

The solution automates the processing of paper and electronic trade transaction documents – enabling banks and other financial institutions to improve efficiency, enhance compliance and reduce processing times.

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

SS&C will monitor, submit and correct transactional data on behalf of Mid Atlantic Capital as part of its full-service offering.

Innovation in Asset Management Investment Operations

Broadridge and WBR survey 100 buy-side operations leaders.

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

The all new, mobile-friendly website also offers user-friendly navigation, an interactive design, and client-friendly educational content for structured investments and annuities

Deloitte’s 2020 Global Blockchain Survey

From promise to reality

Demand For Bitcoin Is Suddenly ‘Surging’

The evolution of finance is only happening faster in the wake of the current global economic crisis, which has illuminated holes within traditional financial systems that can potentially be filled by bitcoin.

WhatsApp launches first digital payments option in Brazil

People can now use the encrypted mobile messaging service to send money or make purchases

Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds

Broadridge has partnered with Jim Toffey, founder of Tradeweb Markets

Varo Money CEO Colin Walsh : We Designed Varo to be Your Primary Bank Account

In the US, there are a growing number of digital banks, or Fintechs providing bank-like services, competing for your business.

FinTech