Managers of Wealth Americas

CreditEase Fintech Investment Fund announces investments in three fintech companies

CreditEase is the market leader in wealth management and inclusive finance in China and globally

Steve Cohen Ramping Up Effort to Replace Idiot Humans With Machines

The hedge-fund manager is banking on computers making him more money then the expensive sad sacks who work for him now.

BankThink How tech wave forces bankers to show their human side

Bank employees are at the heart of that effort.

Billionaire Eyes Millennials for Argentina’s First Digital Bank

The group applied for a license late last year and is waiting for approval from the central bank.

State Street’s DataGX Wins “Best Data Provider” at Hedge Fund Management US Technology Awards

The data-as-a-service platform is a scalable, cloud-based solution that allows clients to more completely measure and evaluate risk, address regulatory concerns and make more informed, real-time trading decisions.

Nest Wealth Pro Selected by Leading Canadian Wealth Management Firm

Specifically, clients benefit from sophisticated portfolio management and increased functionality and transparency while advisors are supported with best-in-class technology

Improvement Needed In The Use Of Technology And D&A In Compliance Programs, KPMG Survey

Many companies continue to struggle to integrate and automate compliance activities across their organizations

Charles Schwab Introduces a “Hybrid Robo”

The move comes as high-end money managers, full-service firms and discount brokers are expanding their service models to appeal to a range of investors with different net worths and appetites for automated investing.

Charles Schwab launches hybrid human-robo financial advice

Betterment's move marked a surprising shift toward human advisors.

Raymond James Wins Biggest Deal on $15 Billion Mobileye Sale

Bankers Uhrig, Tobin, Maxwell said to work on Mobileye sale

JPMorgan Chase acquires MCX payments technology

“MCX has been an important partner, and its technology complements ours.”

Misys close to deal to combine with rival DH Corp

A deal could be announced as early as Monday, two people said, warning that as always in a delicate merger and acquisition situation the deal could still fall apart.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.41% in March.

Gemini Wins Two Industry Awards for Hedge Fund Administration

The awards won by Gemini are given to managed futures service providers that have demonstrated exceptional customer service and innovative product development during the previous 12 months.

Wealth advisers are doomed in our new artificial intelligence-enabled world

‘Humans are supposed to be the most sophisticated data-processing system, but this is no longer the case as AI ascends’

Eze Castle Integration Named Best Cloud Provider in the 2017 Hedgeweek Global Awards and Fund Technology Awards

Clients rely on Eze Castle Integration to be their trusted technology provider

USA credit union members to bank through voice interaction technologies

Customers using the technology will be able to ask about an account balance or pending payment

LendingPoint Partners with FinWise Bank to Give More Credit Access to Customers Nationwide

Deal Allows LendingPoint to Offer Full Suite of Loan Products Across the U.S.

Investment platform Motif launches value-driven automated investment service

Creating a new portfolio product online is as easy as choosing which “value”-based investment is most important of the three, and determining your investment goals.

Carret Asset Management Recognized as a Top Guns Manager for the 3rd Consecutive Quarter by Informa Investment Solutions

This award recognizes Carret as a leading fixed income manager.

FinTech