Managers of Wealth Americas

Broadridge launches Solutions Partner Programme

The Broadridge Solutions Partner Program provides an excellent foundation of collaboration designed to drive customer success

Cutting Edge IBM makes a big shift into cognitive computing

There aren't any signs that suggest if you drive up the narrow road that wraps around the hill you'll find a research facility at the top.

Manulife to explore wealth management blockchain application, partners focus on Ethereum

The group has operated in Asia for more than 100 years, and currently has over 63,000 contracted agents, more than 100 bank partnerships and more than 500 dealers, independent agents and brokers.

Coupa Announces Executive Advisory Board

Ensuring customer success is the most important thing we do at Coupa

Canadian insurance giant to introduce new technology

The technology will feature as part of its wealth management division in the USA

United Capital to Sell White-Label Advisor Technology Package

FinLife Partners allows firms to put their own branding on United Capital’s client experience tools

Switzerland based family office selects wealth technology system

“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,

Wilshire Launches Wealth Management Platform

Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f

Bank of America is getting into the hottest trend in tech right now

The bank said the bot would "enable clients to receive important real-time alerts and communications" but did not offer specifics.

ICAP Acquires ENSO Financial Analytics

The acquisition has been led by Euclid Opportunities, ICAP's early-stage fintech investment incubator, founded by Steve Gibson in 2011.

SS&C Acquires One-Third Interest in Nervanix

SS&C’s investment in Nervanix will combine its leading adaptive learning capabilities with SS&C’s portfolio of solutions including its leading financial services cloud-based learning platform, Zoologic Learning Solutions.

What a Tech Startup's Pivots Say About Bitcoin's Future

The upshot: Providing bitcoin wallets — which let people buy things with an app using bitcoin — is a tough road for multiple reasons.

Janney Montgomery Scott Selects SEI to Provide Open-Architecture Turnkey Solutions

SEI is a leading global provider of institutional and private client wealth management solutions, which help professional wealth managers, institutions, and private investors create and manage wealth.

AssetMark Poised for the Future with New Ownership Structure

AssetMark, Inc., a leading provider of innovative platform, investment and consulting solutions serving financial advisors, announced today that Huatai Securities has agreed to purchase the Company from private equity firms Aquiline Capital Partners and G

Bank of the West and BNP Paribas Join Strategic Partnership with Silicon Valley-Based Plug and Play, World's Largest Global Technology Accelerator

Entering a Strategic Agreement with Plug and Play's Financial Technology Innovation Platform Further Aligns Bank of the West and BNP Paribas with Forward-Thinking Technology Firms

From Wall Street Banking, a New Wave of Fintech Investors

The three top technologies were cloud, mobile and analytics, the report said.

FinTech