Managers of Wealth Americas

Top 5 Trends to Consider When Enhancing Your RPA Implementation

Yet research shows that only 3% of organizations are scaling RPA to a level of 50 or more software robots.

Investors who believe finance is going digital now have a way to put money on the trend

ARK Investment Management is launching an exchange traded fund to give investors exposure to financial technology.

Ultimate Software Announces Agreement to be Acquired

Ultimate Software Stockholders to Receive $331.50 Per Share in Cash; Ultimate to Continue Driving HCM Innovations Under Private Ownership

Draft Law Hopes to Fight Illicit Use of Cryptocurrency, but Will It Have an Impact?

By "virtual currencies," the law means cryptocurrencies.

J.D. Power Recognizes Citi with Mobile App Certification

J.D. Power’s Mobile App Certification Program recognizes brands that deliver an exceptional mobile app experience

Broadridge Expands Asset Management Solutions with Acquisition

PivotData and Sol Hedge’s proprietary data transformation, normalization and load (ETL) processes and in-house compliance experience will provide clients with a reliable, cost-effective and timely regulatory reporting solution.

Brinker Capital Selects Silver Wealth Technologies' Portfolio Data Solution

"Our partnership with Silver Wealth Technologies enables us to provide advisors with a more complete view of their books of business to better serve their clients," said Brendan McConnell, Chief Operating Officer at Brinker Capital.

Midas Hospitality Appoints SS&C as Administrator for Opportunity Zone Fund

Partnership marks the launch of SS&C's new fund administration offering for Opportunity Zone Funds

Knotch Raises $20 Million in Series B Funding to Power Continued Innovation and International Expansion

New investment round, led by NEA, brings Knotch's total funding to $34 Million.

Back office, or out front? Bankers differ on where to use AI

A recent technology-related survey of 97 bank executives by American Banker found that only 5% have extensively deployed AI-powered virtual assistants.

Central Bank of Brazil launches virtual assistant service

The initiative is aligned with the Central Bank's policy of using technological innovations to provide better services to the society.

Broadridge Among FORTUNE Magazine’s 2019 ‘World’s Most Admired Companies’

Broadridge is a global Fintech leader providing technology, communications, and data and analytics solutions to financial firms in capital markets, wealth and asset management, and corporate issuers.

How technology affects wealth management business value BY Steve Leivent, SS&C

Additionally, many firm founders and principals are approaching retirement age, not unlike their baby-boomer clients.

Plenty of Investors Would Use a Bitcoin ETF

Some digital currency market observers have long viewed U.S. approval of a bitcoin ETF as pivotal to increased adoption of the cryptocurrency.

Cybercriminals Home in on Ultra-High Net Worth Individuals

Research shows that better corporate security has resulted in some hackers shifting their sights to the estates and businesses of wealthy families.

Coinbase Targets High-Volume Investors In Asia And Europe, Adds SWIFT Support

The firm also said that a select number of its Coinbase Prime customers will have access to the platform’s Custody cold storage services.

Zafin Raises $17.2 Million in Series B Funding to Accelerate Growth in Financial Services Software Sector

Positioning Zafin to achieve its strategic objectives, the funding will help the company execute on its plan for years to come, while expanding its global market share.

BlackRock data leak highlights the human side of cybersecurity

The asset manager is fortunate the exposed information wasn't more damaging

Barclays Expands Rise New York and Launches Rise Growth Investment Funds

The Accelerator program launched in 2014 and is currently active across New York, London and Tel Aviv with more than 140 companies in its portfolio.

Openwork Launches Innovative Property Wealth and Retirement Proposition

Our proposition is a major new addition to the lifetime mortgage market which is already experiencing benefiting from rapid growth driven by product innovation.

FinTech