Managers of Wealth Americas

Brazil's BTG Pactual Streamlines Digital Onboarding with Jumio

Jumio’s Identity Verification solution helps Latin America’s largest investment bank vet new online clients and fight online fraud

Here's what Wall Street thinks about CrowdStrike

CrowdStrike offers a cloud-based platform for endpoint security, threat intelligence, and cyberattack- response services.

Asset management industry increases spend on digital transformation by GBP8 million a year in last year

A total of 73 per cent of asset managers view shifting customer and client expectations as the biggest threat in 2019

SEIA Announces Award Wins for 2019

SEIA was also recognized among the "2019 Financial Times 300 Top Registered Investment Advisors" list, which highlights the top US-registered investment advisors.

JPMorgan Commits Hedge Fund to AI in Technology Arms Race

Bank has stumbled with a few hedge fund bets in recent years

Inside the digital mortgage revolution: HSBC and Roostify on partnering to shape the future

Execs on how partnership came together and what it means for the future

CAIS Announces Recipient of the Inaugural 2019 CAIS Game Changer Award

Baird's Dayna Kleinman Honored for Outstanding Innovation Furthering Alts Adoption

Stifel Closes Acquisition

The Stifel Global Technology Group, resulting from the combination, will operate internationally with more than 100 professionals

What to look for in your digital transformation partner

Digital transformation used to be thought of as simply “going paperless.”

Five Facts on Fintech

A new paper details the results of the survey alongside findings from other regional studies

How AI could shape the future of investment banking

Automation isn’t something new to investment banking.

Bobsguide names Vision FI “Best Customer Engagement Tool”

The awards are based on the strength of a technology vendor’s ongoing development efforts and enhancements, and the impact of their specific solutions on the client experience.

Fintech pension provider eyes US market

The provider said it is in advanced discussions around using its technology-enabled workplace savings services in the US.

SEI's Advisors' Inner Circle Fund Expands its Platform to Service Exchange Traded Funds

Regulatory Evolution Creates Opportunities for Growth and New Fund Development

Northern Trust to Transfer Pioneering Private Equity Blockchain Technology Platform to Broadridge

Broadridge to build out the platform to serve all PE market participants

After Quovo deal, Plaid opens its doors to wealthtech firms

The API connects customer data streams and financial institutions to fintech developers such as Venmo, Acorns, Betterment and Robinhood.

Waddell & Reed Expands Its SS&C Relationship

Waddell & Reed outsources transfer agency and compliance services mandate

How High-Net Worth Individuals And Family Offices Can Block Cyberattacks

The report, by Schillings and Campden Wealth, found that over a third (38%) of participants did not have a cybersecurity plan in place, despite 98% of families citing reputation as important to their family’s success.

JP Morgan partners with StatPro

This offering will provide J.P. Morgan clients access to StatPro’s award-winning Portfolio Analytics platform, StatPro Revolution, alongside J.P. Morgan’s market-leading Fixed Income Benchmark Indices.

Citi CEO: In an Age of Fintech Disruption, Don't Sleep on the Bank Branch

Corbat wants Citi to start catching up.

FinTech