Managers of Wealth Americas

SS&C Further Increases Offer on Acquisition of Mainstream Group

Mainstream subsequently announced that it has received a further unsolicited proposal from the same third party at AUS$2.60 per share in cash.

Broadridge Announces Pricing of $1.0 Billion Senior Notes

J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC, Wells Fargo Securities, LLC, BNP Paribas Securities Corp., TD Securities (USA) LLC., Truist Securities, Inc. and U.S. Bancorp Investments, Inc. are acting as the joint book-r

FundCount Named to the 2021 WealthTech100 List

Recognized as one of the most innovative technology companies in wealth and asset management

Confluence and JP Morgan expand partnership

At the start of Q3 2021, Delta, Confluence’s risk and performance solution will have expanded coverage powered by J.P. Morgan’s proprietary analytics to include U.S. securitized products.

FIS partners NYDIG to help banks let customers buy bitcoin

In March, Morgan Stanley and Soros Investment Fund joined a $200 million growth capital round for the firm.

SEI Wins at Family Wealth Report Awards 2021

Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise

Refinitiv teams up with FinTech Studios for Latin American wealth management push

Refinitiv’s agreement with FinTech Studios further demonstrates its commitment to provide content and analytics that drive insights for financial professionals across local and global markets.

Hillman Capital Chooses SS&C to Service Hillman Value Fund

SS&C ALPS to provide turn-key fund administration and regulatory services for the Hillman Value Fund

SS&C Technologies Partners with BRODA Ltd to Enhance Risk Calculations

SS&C Algorithmics adds BRODA’s high dimensional Sobol sequence generators to enhance risk and financial calculations

Broadridge Reports Third Quarter Fiscal Year 2021 Results

Operating income was $397 million, an increase of $71 million, or 22%. Operating income margin increased to 11.5% from 10.3% in the prior year period.

Valsoft Acquires Finartis and Enters the Wealth Management Vertical

Jean–Luc will remain on board with the team and ensure a smooth integration into Valsoft.

US Banks Use Artificial Intelligence to Watch Workers, Public

"We're already leveraging facial recognition on mobile," he said. "Why not leverage it in the real world?"

From the Retail Trading Frenzy to Growing ESG Trends, What Will be in Proxy Season 2021?

New survey from Broadridge unearths the sentiments of newer and younger retail investors

Wealth Investment Firm, Bailard, Launches Digital Vault Platform for Clients Powered by FutureVault

Bailard will look to bolster its high-touch client service and continue its proven track record of client success and satisfaction through this unique and highly-innovative digital vault offering.

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

Venture-Backed FinTech Firm's Solutions Combine Cutting-Edge Algorithms with Industry-Specific Knowledge Graphs to Maximize Efficiency and Growth Opportunities

FinTech