Managers of Wealth Americas

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.

SS&C GlobeOp Forward Redemption Indicator: June notifications 3.81%

Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.

Fill Onboarding ‘Potholes’ to Transform Customer Journeys by Dermot McCauley

These moments of customer interaction and engagement are crucial, and yet it’s in these moments that potholes often lurk.

Cyberattacks are 300 times as likely to hit financial firms than other companies. A sweeping new report finds they’re not prepared.

Most financial institutions are ill-equipped to respond to cyber threats against their systems, a comprehensive report on the state of wealth management recently highlighted.

FinTech