Managers of Wealth Americas

AI key for third wave of hedge fund managers

He is CEO and CIO at the fledgling firm.

Fasken Martineau Launches New Integrated Platform for Private Clients

The launch of this platform reinforces the Firm's commitment to serve high net worth and ultra-high net worth individuals, families and the private enterprises they own or manage.

InvestEdge and MMxCHANGE Named Finalists for Three 2017 WealthManagement.com Industry Awards

Annual awards program recognizes outstanding organizations and technologies that support financial advisor success

U.S. business schools embrace 'fintech' as students clamor for courses

But the burgeoning industry is so diverse that academics said it is difficult to construct a syllabus for financial technology 101.

Synechron partners with Misys to demonstrate Corporate Banking and Capital Markets expertise

The Capital Markets sites will cover the Misys FusionCapital suite of products for Treasury and Capital Markets.

Commcise And RBC Collaborate To Provide Integrated MiFID II Research Payment Solution

We are excited to work with RBC to jointly offer buy-side clients

BankThink Robo-advisers must do more than help millennials build wealth

An automated adviser would need much more information than robo-advisory services typically collect during their account opening questionnaires.

BDO Unibank Renews and Expands Fiserv Relationship

Signature provides a robust, multicurrency, multichannel banking solution.

The rush to digital banking has failed to impress some clients

The paper highlights the banking industry’s rush to digitisation, which has left some clients feeling overwhelmed by features and banks undertaking digital projects ‘in the dark’ with no concrete strategy.

Bank of America simplifies money management with third-party apps

Data is shared between the bank and data aggregators through a shared API

Canadian fintech Wave raises $24 million from RBC and other investors

The fintech company says it will use the new money to accelerate product development.

Morgan Stanley Marries FAs with Algorithms

The program will also collect data from all communications via phone, email and the website and apply machine-learning to make better suggestions for generating more business from the clients, he tells the news service.

Vanguard to seize wealth management industry with its digital platform

Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years

Trust in Technology - HSBC

A study of more than 12,000 people in 11 countries into global technology perceptions and habits, conducted independently and commissioned by HSBC.

Robo advisors are taking the emotion out of wealth management — but not everyone thinks that’s a good thing

There’s no hand holding for times when markets sag and the frightened flee.

SEI Investments Company Stake Boosted by Suntrust Banks Inc.

The fund owned 8,061 shares of the asset manager’s stock after buying an additional 88 shares during the period.

New tool uses behaviour economics to figure out ‘wealth personality’

Technology helps advisors identify clients’ blind spots

Bank Of Canada Backs Off Blockchain

Bank of Canada (BOC) announced today that blockchain technology is currently incompatible with its central banking system.

Fintech's decentralized nature challenges regulators as industry transforms banking

Banks are taking multiple approaches to developing systems, and any kind of collaboration on standards is at a very early stage.

Q10|iCap Realty Advisors Selects SS&C to Support its Growing Commercial Loan Portfolio

The system also supports multiple methods of automated payment processing, including primary servicing and shadow servicing.

FinTech