Managers of Wealth Americas

RBC hit with service disruptions a day after TD investment platform goes down

"We regret any inconvenience this may cause clients and appreciate their patience as we diligently work to resolve them,"

Morgan Stanley enters robo-advice investment market

Access Investing, aimed at its wealthy clients’ children, follows its competitors

Social media can make wealthy families 'virtual celebrities'

The social media has turned parts of the public to 'voyeurs', and with the continued growth of social media, beneficiaries and family members are now much more exposed than they used to be.

JPMC Hops On Robo-Advisor Bus

The service, piloted as JPMorgan Digital Investing, is the latest in a number of online investing tools called robo-advisers that firms offer as a low-cost way to get basic advice and automated portfolio management.

Flexera Announces New Investment Partnership with TA Associates

“Flexera is reimagining the software industry,” said Harry D. Taylor, a Managing Director at TA Associates.

Treasury Software Trends in 2018

As technology continues to evolve, treasury teams focus on payments and transparency.

Ex-Goldman bankers launch crypto fund for rich US investors

Crescent claims tracker will offer secure exposure to 20 coins

Amazon Gets Into Banking -- and Other 2018 Predictions From CFRA

Amazon.com Inc.’s entry into the financial sector could come sooner rather than later. Bankers beware.

Morgan Stanley: Investors pumped $2 billion into crypto funds this year - and 2018 will be bigger

Bitcoin has rocketed over 1,500% against the dollar in 2017

Former Legg Mason Chairman Bill Miller Invested $1.1 Billion Bitcoin

Bill Miller, a highly respected US-based fund manager and former chairman has revealed that he has invested about 50 percent of his MVP 1 fund in bitcoin.

A Tech Nerd Meets a Jewelry Designer... The Result: Accessible Luxury.

He also holds several patents and is credited for being the creator of Heatmap technology, used in a wide array of analytics and reporting all over the world.

Vendor partners help firms improve data management

The results were startling – three quarters of firms reported that 10% of data needs intervention, which means paying humans to validate, edit, and rectify poor-quality data.

Bitcoin boom brings new scrutiny from Washington

Investors find bitcoin, the most prominent cryptocurrency, and other digital currencies attractive because of their underlying technology, known as blockchain.

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.

FinTech