Managers of Wealth Americas

RBC puts BlackRock-developed robo offering on hold

The firm acquired FutureAdvisor for $152 million in 2015.

UBS the First to Bring BlackRock's Aladdin to Advisors

UBS advisors will now have access to a version that includes multi-asset portfolio analytics and one-click analysis of their entire book of business.

BNY Mellon advances artificial intelligence tech across operations

BNY Mellon said 20 bots have been placed in production since the start of the year.

Now the hard part for bank robos: Getting customers to use them

We want to make it easy to do business with us, and offer them the advice and technology that make them want to come on to our platforms.

CEO Of Chinese Fintech Firm Creditease On The Future Of P2P Lending In China

I met with Tang this week to discuss his firm’s position as a financial innovator in an industry where firms lacking best practices have crashed and burned.

Entrepreneur Tejune Kang Took 6D Technologies To Wall Street And He Is Still Recovering

His confidence in his business was immediately apparent and his enthusiasm about the future was contagious.

Robo advisers, digital advice, and the future of the advisory business

Financial advisers will need to develop new skills as the profession continues to evolve

SS&C Releases First Round of 2017 Product Upgrades

The core suite of products is used by nearly 4000 locally deployed and outsourced customers.

Do A.I and Cryptocurrency work well together? By Marcie Terman Founding director: XBT Corp Sarl

This could be the worst way to start an important conversation about financial technology, but stick with me, it gets more interesting.

New wealth management technology platform launched

"The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment."

Envestnet Launches New Analytics Suite

The introduction of Envestnet Analytics kicks off the company's annual Advisor Summit, where data and analytics will be a central theme this week.

IRESS delivers next generation wealth technology platform to Echelon Wealth Partners

The complete IRESS wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.

JP Morgan Chase exits R3 blockchain consortium

In October, it was reported that JP Morgan was developing its own blockchain, called Quorum, on the Ethereum network.

MetLife to invest $1 billion in tech to reach cost-savings goals

MetLife first unveiled its cost-cutting plan last summer, saying it would save a gross $1 billion a year, partly through job cuts.

BNY Mellon's Pershing Expands Third-Party Model Providers

The expansion of third-party model provider offerings, which include a range of ETF and mutual fund portfolios

MASECO Private Wealth Selects InvestCloud

It was also the first financial services firm in the UK to be awarded B Corporation status, which recognizes companies pursuing social good.

WisdomTree and AdvisorEngine Strengthen Advisor Growth Program Through Key Technology Acquisition

In November 2016, WisdomTree made a $20 million minority equity investment in AdvisorEngine

iCapital Network Expands Online Platform to Serve Accredited Investors

iCapital also provides extensive due diligence and educational support for the affluent investor and financial advisor communities.

Kevin Diao of Meixin Global in Forbes 2017 30 Under 30 List

The list features 300 success stories across 10 different categories.

BMO Harris Bank Launches FinTech Partnership Program with 1871

Fintech companies from across the Chicagoland area are invited to apply before May 15 for one of the six placements.