Managers of Wealth Americas

Helping wealth managers wade through the data

In the dynamic business of financial services, where every decision can make or break fortunes, the convergence of cutting-edge technologies is reshaping the landscape of wealth management.

Pfäffikon boutique launches AI strategy for US small-cap equity

The strategy uses machine learning to steer it away from loss-making stocks.

BNY Mellon teams up with Accenture

The two companies plan to further collaborate on bringing the newly developed services to market in the future to transform the financial services industry.

Morgan Stanley banker says AI is more competent than his colleagues. Goldman Sachs promotes the woman who didn’t leave for a hedge fund

But on the other hand, if that’s all you ever say then people will eventually mistake you for the ordinary kind of ignoramus.

Santander to launch Openbank digital brand in US

Under the Openbank name, Santander will introduce a new nationwide digital offering in the US.

JPMorgan's new top 28-year-old is in product management

The employee said they received an offer from another company in finance... at a seniority below their current level at Goldman.

Insurers target crypto market

It is designed to support companies with digital assets held offline in cold storage and other custody services such as multiparty computation.

JPMorgan's Dimon stresses 'critical' impact of AI

It is critical that the bank uses multiple clouds to avoid lock-in, warns Dimon

Tech execs expect growth in 2024

Leaders describe the sector as healthy, innovative, and poised for growth thanks in part to AI, cloud, and cyber.

Accenture to Acquire CLIMB to Expand Technology Capabilities

Acquisition brings talented resources to global clients in Japan while spurring innovation for local economic growth

TD and Google Cloud Enter into a Strategic Relationship to Power Innovative Banking Experiences

TD will add Google Cloud services to its portfolio of data-driven technology solutions

Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper

Increased retail investor engagement as a result of the evolving market and regulatory framework

iCapital to Acquire Reporting Platform Mirador

The acquisition expands iCapital’s data management and reporting capabilities.

Blackrock's Larry Fink Bets on Ethereum

The distributed ledgers [on blockchain technology] will enable real-time settlement of transactions

Banks told to expand risk management to cover AI

It found that developments in AI and the the emergence of so-called deep fakes are an increasing worry for US banks.

LTX by Broadridge Integrates with TS Imagine to Improve Fixed Income Liquidity Access for Mutual Buy-Side Clients

LTX’s corporate bond trading capabilities are now accessible directly within TradeSmart Fixed Income.

US investment management platform FundGuard bags $100m Series C funding

The firm says it utilises AI and cloud-native tech “to modernise and streamline investment accounting operations and workflows”.

NetRoadshow Evolves Capital Markets with Generative AI Capabilities

AI summarization and interrogation offers investors quick and accurate document insights

Broadridge launches investor insights platform

The new issuer solution suite also includes powerful ESG tools and consulting services.

BofA rolls five apps into one

The app has received a thumbs up from Celent

FinTech