Managers of Wealth Americas

SEC Chair Warns Advisors of the Dangers of Bitcoin

The SEC has yet to approve any exchange traded products related to cryptocurrencies and hasn’t yet registered any initial coin offerings

Swiss bank REYL invests in impact investing firm Aspiration

Since its inception in 2015 Aspiration’s customers have transacted more than $2bn.

Chilton Trust Company selects digital wealth platform

Allows Chilton Trust’s clients to benefit from a highly personalized and intuitive digital experience.

SEI Wealth Platform Ranked as a Leading Wealth Management Solution

SEI Recognized for Advanced Wealth Management Technology and Depth of Client Service by Celent

Vanguard eyes blockchain technology for index funds

Vanguard said it would adopt the system in early 2018 if current testing is successful.

Climate Fund Managers Chooses SatuitCRM®

Georges Beukering, Director, Capital Raising & Business Development, appreciated the high level of professionalism shown by Satuit throughout the selection process.

Are Bitcoin exchanges turning into haven for tax evaders?

The undocumented internals of the Bitcoin and Ethereum Blockchains", available on Internet.

Confluence Wins “Best Use of the Agile Methodology” at 2017 American Financial Technical Awards

Winners of the 2017 Awards were announced on December 4 during a ceremony in New York.

LatAm advice industry ‘picking up speed’

Temenos believes cloud computing can deliver cost savings in the burgeoning region.

Bitcoin makes major bourse debut at $15,000

First 20 minutes of trading sees volatility, with price rising to $16,600 per unit before going down

How Morgan Stanley’s New Robo Helps its FAs Reach Downmarket

In other words, Morgan Stanley — whose traditional retail brokerage platform can require investment minimums of $1 million or more — is using technology to help it reach downmarket.

'One of the greatest shorting opportunities ever': Hedge funds ready to bet against Bitcoin

Hedge funds, which have largely stayed on the sidelines, are waiting for the Chicago Mercantile Exchange's futures market to open to bet against the cryptocurrency

How AI is rapidly changing the finance industry

As the financial industry becomes increasingly reliant on AI, it is affecting the stability of many jobs.

The First Cryptocurrency and Hedge Fund Backed by Gold and Diamonds Created by Joe Spinoso of Rabbit Investment, LLC

Rabbit Investment, LLC announces the first gold and diamond asset backed cryptocurrency and hedge fund in progress. This means every cryptocurrency coin purchase will have 110% backing by real hard assets of gold and diamonds held in a USA located vault.

FinTech