Managers of Wealth Americas

How bank tellers quietly disappeared from America, and what that means for consumers

The teller of the future does much more than accept cash deposits and fill out money orders.

Bitcoin breaks US$4,000 for first time in more than two months

There have been good fundamental developments in the industry over the past few months

U.S. firm FIS buys Worldpay for $35 billion in payments deal bonanza

“Scale matters in our rapidly changing industry,” said FIS Chief Executive Gary Norcross

Citi abandons ‘Citicoin’ project in face of competition

“If we are talking about cross border payments, how many banks do we have across the world – and how many of them are already on-boarded on SWIFT? And how long has it taken SWIFT to onboard all those banks?”

Tech investors include #MeToo clauses in start-up deals

Entrepreneurs forced to disclose sexual harassment complaints in due diligence exercises

Morgan Stanley agrees to sell feeder fund to alternative investor

ICapital will assume oversight of 115 of the bank's funds

Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications

The transaction is expected to close mid-year 2019 and is subject to customary closing conditions

Santander Brasil launches digital investment platform

Pi will offer investment products to mass retail customers, including lower income clients.

SpotOn and Poynt Partner to Debut All-in-One Payment and Marketing Solution For Small and Medium-Sized Businesses

"These tools are critical to a business owner because they enable all types of secure payment acceptance, drive consumer engagement and make it easier to run their business—all at an affordable price."

Money keeps flowing to fintechs

The online challenger bank Chime announced a $200 million funding round at the beginning of March, the largest ever for a savings and lending fintech.

SS&C GlobeOp Hedge Fund Performance Index at 1.24 per cent for February

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.21 per cent in March.

Fidelity’s Cryptocurrency Company is Live

Despite the decline, Jessop says there’s long-term interest from institutional investors to add cryptocurrency to their portfolios.

The rise of 'GiantTech' poses a giant test for regulators

Even today, a yet to be completed new risk regime is facing setbacks from the everyday reality of discovering unintended complex interactions in its implementation.

Vantis Life Honored with 2019 BISA Technology Innovation Award

The award marks Vantis second recognition by BISA as a leading technology innovator.

Fidelity Crypto Chief Says Hard Fork May Delay Firm’s Support for Ethereum

This framework looks at how decentralized a coin is, what the client demand looks like and whether there are any “peculiarities about the protocol”

HSBC Bank and SoftBank Robotics America Enhance Beverly Hills Banking Experience

Cross-country expansion kicks off at the Beverly Hills branch, introducing the social, humanoid robot Pepper for an enhanced customer experience in the Los Angeles area

SEI expands with BMO into Asia

SEI’s new strategic partnership with BMO Private Bank Asia builds upon an existing 21-year asset management relationship with Bank of Montreal Nesbitt Burns in Canada.

Technology and the boardroom: A CIO’s guide to engaging the board

There are many reasons for this, including board member age, tenure, and board refreshment.

CSI Recognized in American Banker’s “Best Fintechs to Work For” List for Second Consecutive Year

CSI employs approximately 1,200 individuals nationwide, and its focus on employee development and appreciation plays a significant role in the companys service-centric culture.

Black Diamond Wealth Platform helps PortfolioCenter clients make the switch

PortfolioCenter clients will want to become knowledgeable about their options and weigh them carefully in light of possible price increases and the risk of diminishing choices.

FinTech