Managers of Wealth Americas

Institutional Investors Are ‘Open’ to Adding Crypto to Their Portfolios

Just under a quarter of allocators and asset managers said they already had exposure to digital assets in a Fidelity Investments survey.

The story of Crypto Capital’s dark past and its deep ties with the crypto industry

Crypto Capital worked with organizations associated with financial crime, money laundering and securities fraud—and major crypto exchanges too.

Think you're ready to automate your client reports? by Marc Dukes

It may sound over-simplistic, perhaps even trite, but investment managers must be clear about why they want to automate and have defined the outcomes they are seeking.

Citi Launches NextGen For AI-Powered Trade Transactions

Their partnership will focus on promoting regulatory compliance and digitization of cross-border trade

Banking on the Future of Women

Digital financial services are cutting out the middleman to equalize opportunity

Dublin fintech outfit snapped by Broadridge

Acquisition of Rockall Expands Capabilities and Advances Broadridge’s Wealth Franchise

Citi Global Trade Uses AI to Digitize Compliance in NextGen Project

This real-time solution will help us to be able to more efficiently detect transactions with potential compliance concerns up front

Northern Trust's Data-Driven Transformation: Integrating the Human and Technology Dimensions

The firm currently services more than $10 trillion in assets for corporations, institutional investors, and high net worth customers.

BMO Announces New Technology & Innovation Banking Group to Accelerate Technology Practice

BMO has a strong North American banking business, and customer relationships are at the heart of this strength.

The power of a technology partner

Our Client Advocates develop meaningful relationships with their firms so they can get to know each business, and offer up impactful advice.

Puerto Rican Bank Opens For Crypto Traders, Looks to Become Global Crypto Zone

The bank is an unit of Mercantile Global Holdings.

Marsh unveils commercial blockchain solution for proof of insurance in US

Marsh said the initial roll out will include a self-service digital app for a select group of clients, that will be able to easily search, view, issue, and re-issue their certificates of insurance on-demand 24 hours a day.

As US Social Security Crumbles, Millennials May Turn to Crypto

Millennials are going to have to be more self-reliant than older generations when it comes to retirement.

Fear of being left behind forces insurers to embrace AI: Flyreel CEO

The company said it intends to use the proceeds to fulfil customer demand

A Robo Impact Investing Tech Platform Adds A Place-Based Option

For social entrepreneurs focused on local economies or other relevant issues and who are seeking funding, it's also a noteworthy development.

Wealthfront’s new high-yield accounts bring in $1 billion in just a few months

“As fintech and client-friendly companies come into the banking space there’s been a rude awakening,” Carroll said.

Bill Gates is committed to giving away his fortune — but he keeps getting richer

Gates is now worth $100 billion. Why is it so hard to give money away?

Bitcoin Trader Targets Wells Fargo in $18M Fraud Suit

Wells Fargo is accused of failing to investigate a Georgia attorney’s law firm trust accounts after the bank was informed she was likely using the accounts to facilitate fraudulent transactions.

Chilean Gov’t Calls For More Regs On Crypto, FinTech; British Virgin Islands Partner With Blockchain Co

In other news, the British Virgin Islands has announced a partnership with LIFElabs.io that will provide rapid access to funds in the event of an emergency.

U.S. banking giant JPMorgan expanding blockchain project and payments to 220 banks

According to The Financial Times on Sunday, the head of global clearing at JPMorgan John Hunter the banking giant is “looking at the ability to do more at the point of settlement.”