Managers of Wealth Americas

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

Not All Private Bankers Immune From AI Disruption

One of the roles with the lowest potential for automation is personal financial advisors.

SentinelOne Named to Deloitte Technology Fast 500 List for Sixth Consecutive Year

AI-security leader continues to break boundaries with relentless innovation and strong growth, claims top spot among publicly traded security vendors

Broadridge Significantly Enhances Structured Product Trading Capabilities

New enhancements address industry needs to quote at unprecedented scale, while optimizing trading technology to unlock significant efficiency gains for traders

Partners Group Introduces New Infrastructure Evergreen Fund in Canada

Partners Group has run private markets focused evergreens since 2001 and is now expanding to additional asset classes for its evergreen solutions.

Northern Trust taps CloudMargin for new collateral management system

Northern Trust has launched an enhanced active collateral solution designed to help institutional investors manage their collateral more efficiently while meeting the demands of continual market change.

SBI Digital Markets, UBS Asset Management, and Chainlink Complete Pilot For Automated Fund Administration and Transfer Agency Using Smart Contracts

SBI Digital Markets, UBS Asset Management, and Chainlink

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience.

Fourcore Becomes Sponsor of Global Blockchain Acquisition Corp. and Appoints Wealth Management CEO

Through this transaction, Fourcore becomes the sponsor of the publicly listed investment vehicle.

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

Integrated solution from Advyzon Institutional redefines family wealth management

Introducing the US WealthTech Landscape Report 2024

A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.

AI Assistant for FAs Gets $3M in Seed Funding Round

Zeplyn says its AI assistant saves advisors an average of 10 to 12 hours in note-taking and administrative work for client meetings.

Canadian FinTech leader Neo Financial announces massive fundraising effort

Neo Financial operates at the intersection of technology and finance, providing innovative financial products designed to offer Canadians viable alternatives to traditional banking.

Bitcoin tops $82,000 on Trump optimism: Yahoo Finance

Trending tickers on Yahoo Finance include Tesla (TSLA), Coinbase Global (COIN), and Palantir Technologies (PLTR).

AmEx inks data sharing deal with MX

American Express has formed an API-powered data access agreement with MX Technologies, enabling customers to connect their accounts to third-party providers.

AmEx inks data sharing deal with MX

American Express has formed an API-powered data access agreement with MX Technologies, enabling customers to connect their accounts to third-party providers.

Broadridge Named a Category Leader by Chartis in Collateral Management Systems

The report evaluates the leading products offered in corporate, small and medium enterprise lending, syndicated lending and private/non-bank credit.

Broadridge Launches New Collective Investment Trust Index Funds Powered by Northern Trust Investments, Inc.

In conjunction with Northern Trust, funds provide low expense ratios and no investment minimums for advisors and plans of all sizes

US shares and Bitcoin hit record highs on Trump win

Higher rates for longer mean investors will get better returns on savings and investments they hold in dollars.

Instant Payments Surge to 73% Adoption: Can Security Keep Up?

To remain competitive, 75% of merchants emphasise the importance of offering a diverse array of payment options and robust fraud prevention mechanisms.