Managers of Wealth Americas

AI in banking 2024: The most important questions and answers

A challenge here is identifying where exactly these investments need to be made.

Fifth Annual Broadridge Survey Reveals Time and Expertise Top Challenges in Advisor Marketing Strategies

Advisors with a defined marketing strategy falls to the lowest rate in five years (20% in U.S.), yet confidence in meeting practice goals remains high

Simcorp and Venn by Two Sigma form partnership

Under the new partnership, Venn’s clients will benefit from equity risk factors derived from the latest version of the Axioma US Equity Factor Risk Models

Setpoint establishes relationship with Wells Fargo

Setpoint will assume the crucial roles of Paying Agent and Calculation Agent for various clients, such as auto and real estate originators and lenders.

DeNexus to launch Bermudian subsidiary this year

In 2024, DeNexus said, it was aiming to accelerate the widespread adoption of its DeRISK cyber modelling and risk management platform by industrial enterprises and physical critical infrastructures.

Segura Bank International goes live with Temenos core banking in the cloud

Temenos’ cloud-native platform enables SBI to rapidly launch US dollar financial products and leading digital experiences to customers across Latin America

BNY Mellon and Microsoft Forge Strategic Alliance

This is the latest example of a longstanding relationship between BNY Mellon and Microsoft.

OneDigital Announces Acquisition of WealthSource Partners

Addition Expands OneDigital’s National Wealth Management Presence in Nine States

Bitcoin Futures Demand Cools as Spot ETF Era Concludes Key Arb Trade

Steward Partners Elevates Wealth Management and Retirement Planning Services with Pontera

Rapidly-growing RIA and broker-dealer announces a forward-thinking partnership with Pontera, equipping advisors with secure and comprehensive 401(k) account management and reporting capabilities

LTX by Broadridge Announces Four New Patents Covering Fixed Income Trading Innovations

The newly patented technologies enhance trade workflows, from bond discovery and selection

Deloitte Doubles Down on Sustainable Solutions with Gen AI

The leading consultancy launched a dedicated Generative AI practice in 2023 to help support clients on their latest transformational journey, and has not lost momentum.

Hedge fund hires who joined $12bn fintech given one hour to leave

Another Cerebellum alumnus, is manager of credit science, Lisa Borland.

American Fintech Council elects Martha O’Malley chair

Prosper is a founding member of AFC and O’Malley has served as a board member since inception, including most recently as Chair of the Board Budget Committee.

Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference

Groundbreaking platform accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms

Volante Technologies survey: faster payments top priority for U.S. banks

Annual mid-tier bank payments modernization report also reveals real-time and instant payment modernization is driving increased adoption of payments as a service (PaaS)

Secure Trust Bank Group launches new savings app

The app enables STBG customers to view their balance, interest rates, statements, recent transactions and manage funds

Danske Bank Selects Broadridge’s Principal Risk Trading and Market Making Solution

At Broadridge, we’re committed to building a leading suite of innovative and scalable solutions across the trade lifecycle

Franklin Templeton Launches Franklin Bitcoin ETF (EZBC)

EZBC is one of the industry’s first spot bitcoin ETFs and the latest addition to Franklin Templeton’s growing digital assets and ETF platforms

TD recognized with 2024 BIG Innovation Awards for third consecutive year

TD wins in two award categories for TD Invent and the TD Accessibility Adapter