Managers of Wealth Americas

FinTech Magazine’s Top 10 CEOs in Banking

Banking is at the precipice of widespread change as we enter 2024

Alkami Partners with Chimney to Deliver Insights to Homeowners Within Its Digital Banking Solution

Account holders can now track their home value, see available equity, and access personalized offers within their digital banking platform

Citi MD finds safe haven at Brevan Howard alumnus-founded fintech

Its founder, Boaz Yaari says he began as a trader for banks in Israel and spent some time at hedge fund Brevan Howard before founding the "AirBnB of securities lending."

3 trends redefining how consumers will spend their time and money in 2024

Time spent on social media is stagnant through 2025, with less than a minute increase YoY, per our estimates.

JPMorgan Set to Push Bitcoin Through Key Role in BlackRock ETF

BlackRock has listed JPMorgan Securities as an authorized participant in its proposed spot bitcoin ETF as approval grows more likely.

Monex Group to acquire the majority stake in Canada's leading digital asset manager 3iQ

3iQ stands at the forefront of digital asset innovation.

Digital Transformation Services Company Aequilibrium Chooses William Mills Agency for Public Relations Services

William Mills Agency will work to drive awareness of Aequilibrium as an industry-leader in XR

Global AI: Pioneering the AI Investment and Acquisition Landscape

Recent strategic agreements and active pursuits for additional acquisitions.

SEI Acquires Altigo

SEI to Leverage Unique Industry Position to Meet Market Demand and Streamline Investment Process for Alternatives

WealthKernel expands into US equities trading

This strategic move positions WealthKernel among the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.

Fidelity facing class action suit after cybersecurity attack

The data breach itself and information defendants have disclosed about the breach to date

Family Offices: Where Quant Careers Go To Die

That's saying something in the current market, as "supply is really thin" for quants.

MSCI Enables Transformation of Wealth Management Offering With Acquisition of Fabric

Fabric’s flexible wealth technology combined with MSCI’s investment portfolio solutions will help streamline portfolio construction and sales enablement to bring customization at scale to the global wealth management industry

TD Bank Group and Plaid Forge Data-Access Agreement in North America

We know our customers are looking to access new types of services that meet their unique financial needs.

Will Bunq's Ali Niknam bring his AI-powered bank to the US?

While neobanks have cropped up all over the world, most major European players haven't yet landed a license in the US

St. James's Place selects ION Analytics RMS for its fund due diligence

Cutting-edge Backstop RMS solution streamlines fund due diligence for enhanced growth and performance

TMF Group Adopts Broadridge’s Sentry Loan Administration Platform to Scale for Private Debt and CLO Fund Services Business Growth

Broadridge’s platform will also enable TMF Group to launch a new service offering for CLO administration, which it plans to bring to market in 2024.

FinTech