Managers of Wealth Americas

SS&C GlobeOp Forward Redemption Indicator

Investors may, and sometimes do, cancel redemption notices. In addition, the establishment and enforcement of redemption notices may vary from fund to fund.

Ascensus Announces Acquisitions of Swerdlin & Company and SES Advisors

Deals Enhance Firm’s Diversified Retirement Offerings and Boost Its ESOP Capabilities

Creating An Innovation Culture At Brazil's Banking Giant Itaú

This is when digital director Rubens Fogli had to start a department focused on injecting innovation into the company's products from scratch.

Deloitte and ForgeRock Announce Alliance to Provide Advanced, Global Customer Identity and Access Management Solutions

ForgeRock's customer identity and access management solutions enable organizations to securely identify, protect and respect the preferences of each customer on whatever device, app or service they're using.

Envestnet Announces New Partnership with Hancock Whitney Bank

Thirty-four of the 50 leading banks use Envestnet to help design, develop, and deploy a more profitable operating model for managing their client's retail, high-net-worth, and institutional businesses.

Robo Advice and beyond. What are the gains?

Axia Robo Advisor with its cutting-edge technology achieves a unique user experience, delivering a complete offering of omni-channel wealth management services, adding significant value to their operations.

U.S. Bank marketing robo adviser beyond the millennial set

The bank first struck up the partnership with Blackrock in 2016.

Financial technology firm and Altegris Complete Merger

The Altegris family of private and public alternative funds retains the Altegris name, as previously announced, and will operate as the asset management division of Artivest.

Bank Of America Intros AI-Driven Personal Assistant

Bank customers can ask Erica to search for past transactions, navigate the app, find bank routing numbers or the nearest ATM, schedule meetings with bankers, view bills and schedule payments.

Bank Group Savages Cryptocurrencies

However, since the BIS says cryptocurrencies will never attain full-blown currency status, the comment about the internet is gratuitous.

Novogratz Invests $15M To Mass Produce Crypto Exchanges For Illiquid Assets

AlphaPoint was founded in 2013 to help cryptocurrency exchanges build out their infrastructure but has since expanded its service to include a wide range of other assets.

SS&C GlobeOp Hedge Fund Performance Index at 1.57 per cent in May

“In fact, year to date 2018 flows are running slightly better than a year ago, indicating stability in overall capital movements.”

Morgan Stanley gives close-up look at new adviser technology suite

Firm betting tech will increase wallet share and move brokers towards financial planning

Why digital banking and robo advice are pairing up

Sometimes they are rivals, sometimes they are working as partners, and sometimes the lines are unclear.

Automation could thin Citigroup's investment banking unit jobs: FT

"We've got 20,000 operational roles. Over the next five years could you make it 10,000?" Forese was quoted as saying in the FT article.

Citing Vanguard, InvestCloud Expands Its Trans-Atlantic Footprint

InvestCloud looks across the Atlantic in its purchase of London-based tech company rplan. The acquired client engagement provider’s clients include four of the top eight institutional asset managers in the U.K.

Crypto Trader Apologizes for 1,200% Gains

According to Business Insider, some of these cryptocurrency elite are even somewhat ashamed of their ridiculous gains.

Facebook shared user details with firms after cutting developers' access

Wall Street Journal details access to data during 2015

Janney Montgomery Scott Selects Vestmark’s Model Trading Service

Janney began using the VestmarkONE portfolio management technology platform in 2013 for portfolio management and trading.

Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

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