Managers of Wealth Americas

UK Fintech to Launch in US

Curve is planning a new host of services to further augment its existing features

Ares Management Extends Agreement with SS&C

SS&C was first appointed by Ares in 2013 to provide fund administration and middle-office services.

AgentRisk Debuts Wealth Management Platform for RIAs and Wealth Managers

One of the main features of Overlay is identifying issues in customer portfolios and suggesting trades for tax-loss harvesting, optimization, and rebalancing using the proprietary machine learning technology developed by AgentRisk.

SoftBank Partner at Its $100 Billion Vision Fund Is Leaving

The Vision Fund has reshaped the tech startup market with a flood of investments, but several of its bets on unprofitable companies quickly went south.

ClearMacro Announces Completion of BCI Investment

The management and staff of CM maintain a majority shareholding in the company

Napier Park Financial Partners invests in Kasisto

In order to meet these industry demands and market dynamics, Kasisto plans to invest in product development and leverage its unique and unbiased conversational data assets

The winners from the US tech shares rally

The fund’s largest holdings are Amazon and Tesla, both of which have risen significantly in value in light of recent corporate results during the past month. Amazon shares have risen from $1800 to $2000 over the past month.

Investing in Bitcoin: Excuses for ignoring BTC are fading

Despite the benefits and potential cryptocurrencies like bitcoin have – the regulatory uncertainty and the fact that this is a tech-driven currency may not instill bullish sentiments in many investors.

Broadridge Reports Second Quarter And Six Months Fiscal Year 2020 Results

"Broadridge remains very well-positioned for growth, and we continue to invest in new products and technology to create value."

Rich and famous turn to ‘personal cyber security’ to protect phones

Panicked clients seek advice after alleged hack of Amazon founder Jeff Bezos’ iPhone

Where’s crypto’s watchdog?

The excitement is understandable, but old-school bitcoiners have seen similar surges in the past and have learned to go with the flows.

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.