Managers of Wealth Americas

Citi debuts new features on app for upper-level investors

The new mobile features will expand to additional clients and markets over time.

Private Wealth Systems Named "Top Financial Technology Company to Watch"

The FinTech Forward program identifies the most innovative technology companies that are reshaping the future of financial services.

Backstop Solutions Group Named Europe's Best CRM System

Award win underscores focus on developing products that bring greater agility to the institutional investment industry

ClearArc Capital Recognized as Top Guns Manager by Informa Investment Solutions

Two Strategies Receive Top Recognition for the Third Quarter of 2016

Don’t Fear The Robo Reaper

Don’t fear technology, embrace it, own it because it’s not going away and you can control it

US Federal Reserve: Industry understanding of fintech and blockchain 'still in its infancy'

As a recent innovation, has the potential to drive change to the financial market structure

Who's the Digital Native? In Banking, It's Not Millennials, Who Call Their Bank More Than Twice as Often as Boomers

Bain & Company's new retail banking research finds that seniors are eager to use digital.

Oakbrook Solutions Shortlisted for the Family Wealth Report Awards...

Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar

Morgan Stanley robo adviser? A future redefined

The project is led by Naureen Hassan, who joined the wirehouse from Charles Schwab, where she was critical in that firm’s development of its robo adviser platform.

D3 Banking Adds Over One Million Users to its Digital Banking Platform

The company is currently working with two other financial institutions on projects to go live over the next several months.

Top 100 RIA Ranking by 10 Years of Growth in Assets Methodology

RIA Database was founded in 2005, and tracks historical investment and asset information on all registered investment advisors

Calypso deploys collateral management system at AIMco; partners with R3 for blockchain post trade system

AIMco and Calypso have been working together since 2010.

Addepar's strategy: Focus on HNW, arm advisers with digital tools

Focusing on the high net worth segment has proven its worth

Big data a mess for hedge funds hunting for trade signals

The bad call is a reminder of the pitfalls hedge funds face as they try to profit from a world awash in data.

RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor

Or maybe it's just that the early robos are already looking like legacy systems?

FinTech