Managers of Wealth Americas

RBC Wealth Management Boosts Fiduciary Tech Offering

Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning.

Cornerstone Family Office Selects Private Wealth Systems for Multi-Asset Investment Reporting and Data Management

This move allows us to focus on our core business of providing advice and administrative support to our ultra-high net worth families

Boutique Wealth Creation Firm 33seven Selects FutureVault to Offer Secure Safety Deposit Box to Network of Clients

By being one of the first companies to utilize this technology, 33seven is differentiating itself in the market

FI Navigator Providing Analytics to Half of the Top 10 Mobile Banking Vendors

Cloud based module provides subscribers with powerful insights to industry trends and performance

Fifth Third Bank partners with QED Investors to shape fintech strategy

This partnership, in addition to prior fintech company investments such as GreenSky, Transactis and AvidXchange, supports Fifth Third’s NorthStar strategy of enhancing its products and serving its customers more effectively through technology.

Beyond robo-compliance: How bots will soon permeate banking

This could include areas in finance departments that are heavily manual, such as accruals and managing and clearing payments.

Library of banking villainy predicts rogues

Rogue traders can cost banks millions in fines

Obama aims to leave fintech legacy

Fintech ecosystem continues to evolve

John Hancock Investments launches Market Intelligence app for iPad

The new iPad app takes Market Intelligence one big step forward

The OCC's Responsible Innovation Framework and Fintech Bank Charters—Latest Developments

Responsible innovation emphasizes the importance of financial institutions being receptive to technological innovation, while emphasizing risk management and corporate governance.

Robo-advisor Wealthfront diversifies with stock selling service

The company wrote that it had received requests for the plan from workers at 300 public companies.

Mounting Support for Marijuana Banking Has Widespread Implications

A "bankable" marijuana industry, would have widespread implications

Mounting Support for Marijuana Banking Has Widespread Implications

A "bankable" marijuana industry, would have widespread implications

Morgan Stanley Looks to Tech Industry to Improve Wealth Management

Morgan Stanley will be building a lot of digital technology to support the financial advisors and the branch operations

White House publishes framework for fintech

U.S. should continue developing a policy strategy that helps advance fintech and the broader financial services sector

BCG Survey Names 2016's 50 Most Innovative Companies

BCG has surveyed more than 1,500 senior innovation executives across a wide range of countries and industries

How the best advisers use technology to grow

By the end of 2015, those accounts that had benefitted from systematic rebalancing had a 1,550-basis point advantage over those that did not.

Morgan Stanley Partners with Addepar to Bring Innovative Platform to Private Wealth Management

Morgan Stanley has a strong track record of using technology to achieve industry-leading client service.

Moving the Goalposts: U.K. and U.S. Trends in Fintech Bank Licensing

U.K. and the U.S. have made it easier to obtain a banking licence

US FinTech firm buys UK wealth management software firm

The firm claims to have some 660 customers in the market for new accounting software.