Managers of Wealth Americas

Federal Reserve Economists Deliver Answers to Questions About Cryptos

As the world or cryptos is on a path to meet the world of Federal Reserve oversight, two economists from the space take questions.

Fidelity’s Tech Upgrade Includes Data Aggregation and Insights

Fidelity released details of new technology tools coming to Wealthscape this year, including data aggregation, analytics and a digital marketplace.

Robo Clients Were Left in the Lurch During Market Tumble

Human financial advisors, meanwhile, are reassuring their clients that there’s no reason to panic, according to CNBC.

U.S. States Join Forces on Fintech Licenses

Money business licenses are used by a wide range of young digital companies that provide financial services, from money transfer startups to bitcoin exchanges.

Nasdaq and Palestine Exchange sign new market technology agreement

Nasdaq Inc. (Nasdaq:NDAQ) and Palestine Exchange (PEX) have signed a new market technology agreement for Nasdaq to deliver new matching engine technology via the Nasdaq Financial Frameworkarchitecture to Palestine's stock exchange.

Sequoia Capital plans $8 bln global fund, eyes China investors

Sequoia's China founding partner Neil Shen, one of the best-known venture capitalists in the country, is actively tapping potential investors including state-backed ones for the global fund

Private Client Resources and HWA International Partner to Provide Trust Companies with an End-to-End Platform

Expanding data aggregation to serve the accounting needs of endowments & foundations, trust organizations, family offices and other private fiduciaries

SEI Reports Fourth-Quarter 2017 Financial Results

The wealth and investment management industries have headwinds to address and tailwinds to capitalize on.

Finabank selects Temenos core banking package

This back-to-front renovation project will result in a truly digital bank, greater access for the bank’s customers, even in the most rural parts of Suriname, and a seamless customer experience.

RobustWealth Begins International Expansion, Invited to Speak at the Launch of Bahrain Fintech Bay

The RobustWealth platform also delivers a suite of seamlessly integrated operational and technology features to optimize efficiency and workflow.

Volante Technologies and BNY Mellon collaborate on payments technology innovation

As a part of BNY Mellon’s payments modernization initiative, the bank launched two services leveraging VolPay Hub technology provided by Volante.

De Beers Piloting Blockchain Platform for Diamonds

Each block must be validated by the blockchain community before it is added to the digital ledger.

Bitcoin Hedge Fund Created by 2 Former BlackRock Bond Specialists

While cryptocurrencies are volatile to say the least, it is hard to stand out in the bond market, which has prompted the launch of the new hedge fund.

Hedge fund giant Klarman trashes bitcoin, says cryptocurrencies are ‘tulip bulbs for the digital age’

Baupost's Seth Klarman says the volatility of cryptocurrencies detracts from their ability to be a "medium of exchange."

Robo-advisor platform launches across Canada for independent advisors

‘PPI Valet powered by WealthBar’ gives advisors online convenience and access to premium investments for clients

Värde Partners Appoints SS&C for Fund Administration Mandate

After a competitive due diligence process, Värde chose SS&C GlobeOp for its proven services aimed at complex, hybrid structures.

Chevy Chase Trust Selects FIS for Unified Wealth Management Technology Platform and Services

FIS provides wealth management services and solutions to more than 600 firms around the world.

CellTrust SL2 Selected by Merrill Lynch Wealth Management

CellTrust partners with a number of leading enterprise mobility management

World Federation of Exchanges publishes cybersecurity guidelines

Applying small ‘nudges’, or offering incentives regularly to staff, leads to greater discussion and awareness of cyber threats which may result in better cultural outcomes.

Carson Group’s Bet on Digital Experience Pays Off in Double-Digit Growth

The firm’s tweaks to it’s client-facing portal is meant to highlight when and how the advisor has added value to the relationship.

FinTech