Managers of Wealth Americas

Using AI To Help Fix Wealth Management

Traditionally, wealth management has followed a generalized approach, using broad investor profiles rather than individualized insights.

Assette Launches AI-Powered RFP & DDQ Automation for Asset Managers

Assette’s solution is different.

Digital resilience: How wealth management firms are partnering for performance amid volatility

In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace.

When it comes to tech adoption in wealth management, many hands make light work

But these advancements have increased pressure on wealth management firms and advisors to keep pace and ratcheted up the risks of getting left behind in a competitive marketplace.

US fintech Chime files for Nasdaq IPO

Chime filed a registration statement on Form S-1 with the US Securities and Exchange Commission on Tuesday.

Willis launches FinTech Plus, a global insurance solution

FinTech Plus is reportedly flexible, adaptive to the needs of companies at different stages and business models.

EMAlpha Selects State Street’s LINK Platform for Integration of Multilingual AI Co-Pilot

LINK provides a “smart desktop” where clients can create and operate easy-to-deploy, customizable trading and workflow solutions.

IRALOGIX Celebrates 10 Years of Retaining Assets and Driving Revenues for Wealth Management Partners

From Start-up to Standout, Firm Continues to Shape the Future

Growing Need for Operational and Cyber Resilience Dominates Concerns Among Financial Services Industry

Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge

Citi Wins American Banker's Innovation of the Year Award

Citi Token Services was named “Innovation of the Year” by American Banker in the On-Chain Finance category

CaptiveSimple launches new captive insurance platform

CaptiveSimple said that its SaaS platform is delivered via a scalable web interface

JPMorgan says AI helped boost sales, add clients in market turmoil

The volatility prompted individual investors to call their bankers seeking advice, Erdoes told Reuters.

Broadridge upgrades OpsGPT for post-trade processing

A strong data foundation is central to implement successful AI powered automation throughout the trade lifecycle.

Blackrock Discusses Bitcoin as Strategic Asset Too Risky Not to Own

Bitcoin is flipping the institutional narrative as Blackrock warns it’s no longer about risk exposure—but the greater risk of missing out on crypto’s unstoppable financial ascent.

Zest AI's Credit Decisioning and Fraud Detection Now Seamlessly Integrated with Temenos Loan Origination Solution

AI-Automated Underwriting and Fraud Detection Helps Banks and Credit Unions in U.S. to Compete with Fintechs While Expanding Lending Access

OneDigital Financial Selects Broadridge Technology to Grow Retirement Practice and Enhance Advisor Efficiency

The partnership brings Broadridge’s data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital’s national platform.

Blackrock’s IBIT Nears 600,000 BTC as ETF Reserve Growth Accelerates

With approximately 19.85 million BTC currently in circulation, IBIT commands 2.97% of the outstanding supply.

Caitlin Long slams US Fed over stablecoin policy favoring big banks

While relaxing some crypto guidelines, the Fed preserves a policy blocking banks from direct crypto engagement, says Caitlin Long.

Zoe Financial Incorporates Morningstar Indexes Into the Zoe Wealth Platform

RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time.

U.S. Bank launches its U.S. Bank Business Essentials solution

The bank aims to make it easier for small business owners to manage their business