Managers of Wealth Americas

U.S. Bank marketing robo adviser beyond the millennial set

The bank first struck up the partnership with Blackrock in 2016.

Financial technology firm and Altegris Complete Merger

The Altegris family of private and public alternative funds retains the Altegris name, as previously announced, and will operate as the asset management division of Artivest.

Bank Of America Intros AI-Driven Personal Assistant

Bank customers can ask Erica to search for past transactions, navigate the app, find bank routing numbers or the nearest ATM, schedule meetings with bankers, view bills and schedule payments.

Bank Group Savages Cryptocurrencies

However, since the BIS says cryptocurrencies will never attain full-blown currency status, the comment about the internet is gratuitous.

Novogratz Invests $15M To Mass Produce Crypto Exchanges For Illiquid Assets

AlphaPoint was founded in 2013 to help cryptocurrency exchanges build out their infrastructure but has since expanded its service to include a wide range of other assets.

SS&C GlobeOp Hedge Fund Performance Index at 1.57 per cent in May

“In fact, year to date 2018 flows are running slightly better than a year ago, indicating stability in overall capital movements.”

Morgan Stanley gives close-up look at new adviser technology suite

Firm betting tech will increase wallet share and move brokers towards financial planning

Why digital banking and robo advice are pairing up

Sometimes they are rivals, sometimes they are working as partners, and sometimes the lines are unclear.

Automation could thin Citigroup's investment banking unit jobs: FT

"We've got 20,000 operational roles. Over the next five years could you make it 10,000?" Forese was quoted as saying in the FT article.

Citing Vanguard, InvestCloud Expands Its Trans-Atlantic Footprint

InvestCloud looks across the Atlantic in its purchase of London-based tech company rplan. The acquired client engagement provider’s clients include four of the top eight institutional asset managers in the U.K.

Crypto Trader Apologizes for 1,200% Gains

According to Business Insider, some of these cryptocurrency elite are even somewhat ashamed of their ridiculous gains.

Facebook shared user details with firms after cutting developers' access

Wall Street Journal details access to data during 2015

Janney Montgomery Scott Selects Vestmark’s Model Trading Service

Janney began using the VestmarkONE portfolio management technology platform in 2013 for portfolio management and trading.

Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

BBVA Compass Adopts SEI Wealth Platform

Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth

SST Awards 2018: Best Outsourcing Provider to the Sell Side—Broadridge Financial Solutions

As part of its bid to engage customers, Broadridge has transformed its outsourcing dashboard to attract the next generation of clients.

Principal Financial Group Acquires Digital Advice Platform

The $670 billion AUM Principal Financial Group has been working with the fintech provider since last year. RobustWealth will continue to license the platform to firms outside Principal.

J.P. Morgan Launches Enhanced Digital Target Date Compass Program

An Industry-Leading Program to Evaluate and Select Target Date Funds Gets Even Better

Artivest and RBC Wealth Management launch alternatives platform for HNW

The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.

Cyber crooks claim to hit two big Canadian banks

Bank of Montreal and Canadian Imperial Bank of Commerce (CM.TO) said on Monday that cyber attackers may have stolen the data of nearly 90,000 customers

FinTech