Managers of Wealth Americas

As Banking M&A Heats Up, Cloud Computing Can Be a Deal Saver

The cloud can eliminate key technical obstacles that can slow or even ruin a merger’s success.

Silicon Valley giant behind Spotify eyes bumper investment in Revolut

TCV, which has also invested in UK money transfer group World Remit, is reportedly looking to commit

Credit Suisse Names Confluent a Disruptive Technology Award Winner

Event streaming pioneer honored as “Game Changer” that is disrupting traditional enterprise IT in Credit Suisse’s 2nd annual award

Top Five Privacy Predictions for 2020

All in all, 2020 should be a big year for both data privacy regulations and technology solutions

Deepfakes, Artificial Intelligence, and Corporate Espionage

As deepfake technology becomes simultaneously more sophisticated and widely available, malign actors will be interested in using deepfakes to do much more than commit traditional cybercrimes

Fintech lenders tighten standards, become more like banks

“We, together with others, are being increasingly picky about the loans that we are booking,” LendingClub CEO Scott Sanborn told investors last month.

J.D. Power merges with Autodata, following acquisition

Autodata Solutions brings a variety of capabilities, including software for dealer-to-OEM vehicle ordering and consumer marketing research.

Bitcoin is the best asset of the decade according to Bank of America Merrill Lynch

The bank claims that the first people to acquire one Dollar in BTC have a return on investment of approximately $90,026.

TAG Bill Pay Named Finalist for PAM Awards 2020

TAG Bill Pay has been shortlisted for the “best general ledger system,” an award designed to recognize firms who provide outsourced general bookkeeping and accounting support services to family office firms.

Bank of America will pay people $15 to use its app

Customers can see if they’re eligible via the app, but will also be notified of eligibility if they try to deposit a check at an ATM or at a bank.

Invesco Expands Digital Wealth Business

Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities

Invesco Expands Digital Wealth Business

Firm grows global digital wealth technology and services to provide advisor-powered digital capabilities

When open banking and data privacy collide

Banks that implement such changes stand to benefit from new customer offerings and revenue sources.

Plain-Sailing Future For Trade Finance Digitization

Trade finance is moving out of the paper age. But to fully leverage digitization, banks need to tear down data silos and standardize tools and procedures.

TAG Bill Pay Shortlisted for the 2020 Family Wealth Report Awards

Awards showcase the best in the industry with categories focused on experts, products and services for wealth managers, high-net-worth clients and financial institutions.

Equisoft Partners with Refinitiv to Deliver a Powerful Solution for Wealth Managers

Equisoft/analyze for wholesalers powered by Refinitiv Lipper data helps wholesalers evolve from just a source of product information to a genuine tech-enabled business consultant engaged in helping advisors grow.

SEI Renews Strategic Partnership with the Association of Governing Boards of Universities and Colleges

OCIO Demonstrates Continued Commitment to Higher Education Marketplace

State Street Slashes DLT Developer Team as Bank Rethinks Blockchain Strategy

A second person familiar with the situation said “most of the blockchain team had gone,” and that the number let go was “upwards of 100.” There are now “only a few token people left” from the team, this person said, mea

Instinet Launches Newport FX

An agency-model electronic trading platform for spot FX

TIG Advisors Selects SS&C for Portfolio Accounting

“The integration of Eze OMS and Geneva optimizes our daily workflows and provides the opportunity to leverage the best expertise across the front-, middle- and back-office.”

FinTech