Managers of Wealth Americas

Innovest Named to 2016 Inc. 5000 List of America’s Fastest-Growing Private Companies

Inc. Magazine released its 35th annual Inc. 500|5000 list of fastest growing private companies in America and Innovest has once again made the list.

Robos and Apps Behind Big Bump in Clients

The study’s authors attribute the spike to the proliferation of automated advice offerings geared toward retirement plan participants and to the growing use of online and app-based financial account access tools.

Is UBS Bleeding Blockchain Talent?

He is also the lead of UBS’s Crypto 2.0 Pathfinder research looking into Blockchains and their impact on business models.

SS&C Technologies: Expect Underperformance To Persist

The scope for continued acquired growth has substantially diminished.

Polychain Capital offers a new spin on the cryptocurrency hedge fund

Unlike other cryptocurrency hedge funds out there, Polychain won't be amassing a portfolio of just Bitcoin or Ether.

Retail Investors Seek Man-Machine Balance

Robo-advisors are all the rage -- but the technology has its ceiling.

New core banking software project for Temenos in Canada

The vendor is already well established in Canada’s credit unions space

Meridian Credit Union plans to take on top Canadian banks by launching own bank

Meridian’s digital proposition will be available nationwide, online and on mobile.

Smead Capital Management rolls out SS&C wealth platform

Smead Capital Management manages a US Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions with a value-oriented investment discipline.

Vanare, Redtail Streamline Account Opening for Financial Advisors and Their Clients

The moment the client onboarding process begins, clients, advisors and their support staff will know the real-time status of the account, with straight through processing to the custodian.

Northern Trust Partners with BEx to Provide Enhanced Foreign Exchange Solutions

Partnership Enhances Capabilities for Northern Trust’s Capital Markets Group

Brazil Banks: Too Big For Technology?

Fitch counts roughly 150 Fintechs in Brazil that are growing and taking advantage of gaps left by large and more conservative banks due to the more challenging operating environment in the past few years.

A Free Bank in Your Pocket

BankMobile disrupts the financial system with its branchless, fee-free banking services

Algorithms platform aims to target typical challenges in quantitative hedge fund business

Its new hedge fund, to be launched early next year, will tackle investment overcrowding problems through many alpha streams and constant research, innovation, and production of new strategies.

Eze Castle Integration expands cyber security consulting services

Eze Castle Integration is recognized as the trusted technology advisor to the hedge fund and investment management industry.

Smead Capital "Goes Live" with SS&C's Global Wealth Platform

The firm was formed in July 2007 by CIO Bill Smead, who first created the firm's investment discipline in 1993.

Savvy clients want instant, dynamic reports By: Mike Kendall, SS&C

Today’s investors want instant, easy-to-understand, dynamic, and informative reports on their investment activity.

SS&C wins $244bn Russell Investments middle office mandate

Admin will provide services across Russell’s range of traditional and alternative assets

Tech darling Misys said to be in line for a return to the stock exchange

Vista has reportedly chosen a London listing over New York and although the valuation would represent a considerable multiple to annual earnings of £300m, it is not out of kilter with some of its tech peers.

Monarch Wealth Introduces Extraordinary Model Portfolio Capability for MFDA Advisors

As an Alternative to Fund-of-funds and Proprietary Products Monarch Links Independent Portfolio Managers and Best of Class Funds Into Its End-to-end Technology Platform

FinTech