Managers of Wealth Americas

CFTC Issues Customer Advisory on Digital Coins and Tokens

The market for digital coins and tokens is still very young, and there is no widely-accepted standard for placing a value on a particular digital coin or token.

Temenos extends contract with Northern Trust

At Northern Trust we are committed to evolving our services and solutions to best support our clients’ requirements

SS&C Finds Asset Managers' Operating Margins Fall as AUM Declines For the First Time in Five Quarters

Analysis indicates market volatility impacted asset managers in Q1 2018

Nasdaq to provide clearing technology to SIX

Nasdaq's market infrastructure technologies, including trading, real-time risk, index, clearing, CSD and market surveillance systems are operated in more than 100 marketplaces

Snowden Lane Partners Converts Institutional SMA to Archer

Technology, services, and robust ecosystem enabled fast conversion to Archer’s solution

Banks play catch-up in fintech for small-business clients

Both companies’ banking clients will be able to offer the platform, according to Strands.

UBS Launches Next Generation Digital Solution for Corporate Clients and Equity Plan Participants

Embracing the right type of technology and creating innovative solutions are the heart of our service offering

Citizens Alliance Bank signs for CSI core platform

The second factor is the technology provider’s ability to deliver a fully integrated solution that will help the bank offer more seamless channel experiences for today’s banking customers, especially millennials.

Ally Bank Drives Customers to Its Investment Platform

The rebranded Ally Invest went live in May 2017, and that bet appears to be paying off.

The 15 Biggest ICOs So Far

In Europe, Switzerland stands out as the ICO capital, followed by the UK, the latter rapidly gaining terrain in terms of volume and numbers. Swiss ICOs have raised US$456 million.

Bank Of America Deploys Biometrics For Enterprise Mobile Banking

According to Tom Durkin, Bank of America‘s head of digital channels, financial institutions have a new opportunity to embrace this development.

Union Square Ventures Unveils Its Long-Term Cryptocurrency Investment Plan

During 2018, the trend has been very negative, for the most part. Various cryptocurrency hedge funds are not giving up on this new form of money just yet.

Equity-Only Robo Opens To U.S. Investors

A former Scotiabank analyst and an economics professor are teaming up to launch a new robo. "We don't believe in ETFs," said the company's CIO.

Are Humanoid Robots & AI the Future of Banking Industry?

If the robots are able to enhance customer experience, HSBC will roll these out to its 228 U.S. branches.

Merrill adds Zelle to wealth management app to let clients make payments

But advisers say they don't see using apps like Zelle or Venmo to collect client fees

B.C. pension fund heavily invested in oil: UVic study

The corporation invests pension money on behalf of about 560,000 British Columbians working in the public sector.

The robots at HSBC aren't bankers. Yet.

After seven months of testing the robot with customers, the bank introduced Pepper on Tuesday at its flagship Fifth Avenue branch in Manhattan.

Focus Financial acquires minority stake in fintech firm SmartAsset

Wealth manager Focus Financial Partners has bought a minority stake in New York-based fintech firm SmartAsset.

LatAm HNWIs lead demand for hybrid and Big Tech WM

Over half of North American HNWIs (55.2%) considered it a highly important service, but these figures dropped below 50% when it came to HNWIs in Europe and Japan.

Lincoln Teams with Orion on Annuities Data Platform

Lincoln Financial and Orion partner on an annuities platform, Seaward Management rebrands and Alex. Brown adds an LA-based team.

FinTech