Managers of Wealth Americas

Fintech Adoption in North America Lags Global Acceptance

While the adoption of fintech services has skyrocketed globally, adoption rates in Canada and the US are some of the lowest in the world.

Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management

"The study shows that affluent individuals value trustworthiness above all, seek long-term relationships with their financial advisors and are increasingly willing to find a financial advisor online"

SEI invests in AI insights firm ForwardLane

ForwardLane, had announce SEI Venture's strategic investment into the company, to accelerate growth and the provision of powerful, personalized insights for wealth managers, asset managers and commercial banks. SixThirty Global Fintech Fund joined S

Purpose Advisor Solutions and Wealthsimple for Advisors ink tie up

Agreement unites two experienced teams and technology to further strengthen leadership in advisor services in Canada

Adox Research awards SS&C Singularity highest status in five portfolio management & accounting solution categories

Adox Research 8x8 surveys assess a specific fintech domain comparing up to eight vendor solutions across eight metrics.

Ally Financial Reports Fourth Quarter and Full Year 2019 Financial Results

Full Year 2019 Net Income of $1.7 billion, $4.34 EPS, $3.72 Adjusted EPS; Fourth Quarter Net Income of $378 million, $0.99 EPS, $0.95 Adjusted EPS

Broadridge Among FORTUNE Magazine's 2020 'World's Most Admired Companies'

Broadridge is an S&P 500 Fintech leader providing technology, communications, and data and analytics solutions for capital markets, wealth and asset management, and corporate issuers globally.

Businesses Face a Digital Ceiling in Their Transformation Progress

The report, which surveyed over 1,000 executives globally, ranked the most digitally advanced companies as "Visionaries", followed by "Explorers" and then "Watchers."

How FinTechs Will Come of Age in the 2020s

We view FinTech as an opportunity to offer the best digital financial experience to everyone, everywhere.

Leading robo becomes exclusive platform for 5,000 HUB advisors

CEO tells WP he thinks the era of confrontation between advisors and robos is over

How Canadian wealth firms are fending off robo challenge

Even with increased digitization, there are still gaps in advice that need to be filled

Tech Trends 2020

Deloitte’s 11th annual Tech Trends report provides insights and inspiration you will need for the digital journey ahead. Several of this year’s trends are responses to persistent IT challenges. Others represent technology-specific dimensions o

Wells Fargo Scores Highest in Wealth Management Mobile App Satisfaction

Mobile app recognized by J.D. Power for ease of navigation

KKR Closes $2.2 Billion Next Generation Technology Growth Fund II

KKR has established a strong track record of supporting technology-focused growth companies

Wells Fargo Scores Highest in Wealth Management Mobile App Satisfaction

Mobile app recognized by J.D. Power for ease of navigation

Broadridge accelerates hybrid cloud strategy

Accelerating its shift to a hybrid cloud model will enable Broadridge to further deliver next-generation SaaS solutions to its clients

Brinker Capital Is Up for Sale

Brinker launched a series of multi-manager mutual funds in 2017

Hedge fund puts $550m into technology stock option financing

Investment in SecFi comes as start-up employees look for ways to unlock wealth before IPO

Independent Financial Partners Becomes a Galileo Money+ Banking Partner

Client-first Galileo Money+ enables financial advisors to offer high-interest rate, FDIC-insured bank accounts

Goldman Sachs finally launches app for online bank Marcus, will offer loan payment

In point of fact, a mobile application for Goldman Sachs’ Marcus was long-awaited since a lack of mobile app had been frustrating its large customer-base