Managers of Wealth Americas

Wells Fargo accidentally leaks 1.4 gigabytes of information on high net worth clients

The majority of the affected customers are clients of Wells Fargo Advisors, the branch of the bank that serves high-net-worth investors.

First Citizens Wealth Management Selects Envestnet

Envestnet platform capabilities encompass proposal generation risk profiling, account onboarding, portfolio management, administrative workflow, client reporting and billing, compliance, and business management oversight tools.

The Robos Are Getting Socially Responsible

Socially responsible investing is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact

Acting Comptroller Noreika Addresses Challenges to OCC’s Fintech Charter

Acting Comptroller Noreika suggested that the OCC would seek to rely on other OCC chartering authorities not affected by the legal challenge.

SS&C Enhances DDJ Capital Management's Operations with PORTIA's SaaS Platform

We're seeing strong interest from companies like DDJ in SaaS and outsourcing service options

Annual Study Finds Investment Firms Increase Operations and Technology Spending in 2017

Tech spending and compensation rise amid complex industry landscape

Citigroup is staffing up for a new center that will unleash robotics throughout the bank

The bank is seeking talent spanning the seniority spectrum from junior engineers to senior vice presidents.

Micro-investing startup Stash raises $40 million

Stash has developed a mobile app that seeks to make it easier for low-income consumers in the United States to start saving and investing.

Advisor Group Planning Fourth Quarter Robo Rollout

Launched in Alliance with Jemstep; Eliminates Paperwork for Broad Range of Brokerage and Advisory Accounts Through Seamless Integration with Pershing and Envestnet

iCapital® Network Secures Strategic Investment from UBS

Underscores value of market-leading technology in providing retail access to alternative investments

Citi Pay lands in US with Masterpass

Online and in-app purchases will be enabled through Citi’s integration with Masterpass, which protects card data through tokenisatio.

AppDynamics Fuels Innovation at ABN AMRO

Leading Dutch bank frees IT team to grow business

TMI Trust Company Chooses SS&C Precision LM(TM) to Support Growth and Innovation in Corporate Loan Agency

The solution will provide more robust reporting and analytics, and will improve transparency and auditability.

Millennials Reverse Mentor at Pershing

We have always believed that our monthly topic meeting has been one of the keys to success of the program.

Boon Investments Brings Robo- Advisory Services to the World

DriveWealth believes that dollar-based investing will enable individuals to invest their monthly savings at an affordable rate which they control.

SEI Expands Its Footprint in Family Office Services Arena

This announcement represents a modest shift in SEI’s long-held belief in purely organic growth.

Former Bain Manager Launches $50 Million Bitcoin and Ethereum Fund

The first tranche of the fund, estimated to be valued about $10m, is in the final stages of closing, and is expected to be announced by the end of this month.

China’s rich under-40s

On average, self-made billionaires’ wealth increased 29 percent.

JPMorgan among potential Worldpay bidders

Shares in FTSE 100 payment processing firm jump by more than a fifth on bid talk

How Do You Know What Your Robo is Doing?

RBC’s decision to put its Investor Gateway initiative on hold is not the first time a firm has rethought robo-adoption.

FinTech