Managers of Wealth Americas

Stratifyd receives $10 million in growth capital funding from CIBC

CIBC Innovation Banking is excited to work with the Stratifyd team,” said Amy Olah, Executive Director, CIBC Innovation Banking.

The Pulse of Fintech

The fintech market in most areas of the world remained relatively strong and well poised for growth.

Empowering advisors with integration using Salentica Data Broker

During this time, Meyer and his team had seen the tremendous advancements in reporting technology, particularly with new, data-rich, easy-to-use and visually appealing cloud-based systems.

Bank of America is ending its joint venture with First Data in 2020

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Envestnet inks new strategic alliance

The new partnership coincides with the launch of MoneyGuideElite, an enhanced planning product for advisors seeking to offer more sophisticated planning services.

Broadridge reports fiscal fourth-quarter profit of $183.2 million

Guidance of 5-9% Diluted EPS Growth and 8-12% Adjusted EPS Growth in Fiscal Year 2020

'Tech capitalism at its finest': JPMorgan picks AI over humans to write ads

A Persado promotion that claimed "It's true—You can unlock cash from the equity in your home" with a quick "Click To Apply" button attracted 47 applications a week; humans' "Access cash from the equity in your home

Fidelity Bank to Implement Black Knight's Suite of Origination and Servicing Solutions

Fidelity Bank is committed to leveraging the optimal mix of technology and personal service

SS&C wins three categories in Waters Rankings 2019

These solutions also address the challenges of achieving good data governance, data management and integration for a seamless front-to-back experience.

Kraken Acquires Institutional-Grade Cryptocurrency Portfolio

Interchange is a leading crypto asset management solution

Wealth management platform provider to integrate with three financial planning applications

The move helps most those advisors on the platform already using two of the industry's most popular planning applications, and a third that is a key vendor popular with family offices.

Northern Trust to acquire digital investment advice platform

This powerful combination will bring innovative digital investment advice – built for advisors, by advisors – and greater choice to financial advisors

Morgan Stanley unveils new sustainable investing analytics

Morgan Stanley Impact Quotient uses technology to provide both transparency and the ability to customize portfolios for specific impact objectives

Morgan Stanley Expansion Capital Completes Sale

Expansion Capital also partnered with the company to grow its North American commercial go-to-market presence and augment its executive team and Board of Directors.

Fintechs at the gate: online brokers target affluent Brazilians

As Latin America’s largest economy continues to sputter, the digital investment startups are one of the few sectors hiring at breakneck pace.

Cyber Attack Trends: 2019 Mid-Year Report

One of the dominating ongoing trends in 2019 is targeted ransomware attacks.

Facebook to Pay $100 Million for Misleading Investors About the Risks It Faced From Misuse of User Data

Facebook has agreed to pay $100 million to settle the charges.

Geneva for Emerging Managers: Building out an Infrastructure for Long Term Growth

As more hedge funds enter the market at increasingly larger launch sizes, these firms should be looking to build out their infrastructure for the long term.

UBS Financial Adapts to a New Generation with Award-Winning iPad App

The future leaders of Tampa can now balance their to-dos of today

Betterment Moves Beyond Robo Investment Advice and Into Banking

The company said Tuesday that it is launching Betterment Everyday, a checking and savings product that is insured by the Federal Deposit Insurance Corporation.

FinTech