Managers of Wealth Americas

Jefferies Wealth Management Partners with Envestnet

Jefferies Wealth Management provides a full suite of open-architecture financial services to high-net-worth individuals

Chime Wants To Be A Well-Liked Bank For Millennials

Unlike big banks, Chime was created during the smartphone era and, therefore, features an app that is more than just a way for customers to review their bank accounts

Fraud Alert: Chances Are, You’re Making These Mobile Banking Security Mistakes

Yet in a recent survey from MyBrankTracker.com, only 6% of respondents "trusted mobile technologies for their banking needs and financial transactions."

Invesco acquires digital advisory firm Jemstep

Invesco Ltd. has acquired Jemstep, a market-leading provider of advisor-focused digital solutions.

BBVA Compass teams with FutureAdvisor to offer clients access to comprehensive, affordable investment advice anytime, anywhere

It's the first major bank to sign on with the award-winning San Francisco firm's technology-enabled investment management platform

Wealth Innovation Company, Shortlisted for 2016 Family Wealth Report Awards

Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report awards were designed to recognize companies, teams and individuals which are deemed to have "dem

Prophet Capital Asset Management Adopts Broadridge’s Trading, Portfolio Management and Operating Solution

Broadridge Investment Management Solutions most recently was recognized as the “Best Post-Trade Technology” provider

SS&C updates HiPortfolio

HiPortfolio is an award-winning investment accounting and asset servicing solution

Dynasty Financial Partners Launches Alternative Asset Platform: Dynasty Select

Dynasty’s Alternative Investment Platform Includes Leading Private Equity and Hedge Fund Managers, Comprehensive Fund Diligence, and Fully Automated Client Documentation and Administrative Support, Delivered by iCapital Network

Bank of the West and L'Atelier BNP Paribas unveil FinLab at CES

The FinLab initiative aims to review and test at least three business-to-business innovations per year and implement at least one per year.

Analysis: Why Blockchain Will Power The Big Banks In 2016

The giant investments in Bitcoin startups – with no proven track record and engaged in the development of peer-to-peer currency

Rockefeller's money manager to sell tech platform to Fi-Tek: sources

Rockefeller & Co's sale of the platform, which could be announced as soon as Thursday, will allow it to concentrate on the business of managing client money

The Future Of Wealth Management

Today, most traditional wealth managers are investment managers.

Tech mavericks see green in burgeoning marijuana industry

He was part of the Investor Pitch Forum convened by The ArcView Group, an Oakland-based marijuana industry market research and capitalization group.

Cyber security: making banking safer

Protecting the banks’ crown jewels – money and personal data – may have become more difficult than ever, but financial institutions have fortified their defences with a little help from their fintech friends.

Robo CEO's 2016 FinTech Predictions

Kane also expects some of the larger firms to announce at least one more round of funding

FinTech Is Booming and Here’s Why You Should Join in 2016

FinTech has become one of the hottest topics in the tech startup scene and will continue to dominate in 2016.

Bitcoin Goes From World’s Worst Currency to World’s Best Technology in One Year

Yet, 2015 has not only shown Bitcoin’s resiliency in market value, but the underlying Blockchain technology has been the talk of the economic world.

JPMorgan Memo: $9 Billion Slated For Studying Blockchain And Robotics

JPMorgan also has established teams for robotics, blockchain technology and big data applications

Bitcoin ‘blockchain’ technology likely to transform banking industry

The technology that drives the shadowy cryptocurrency bitcoin is drawing interest from the established banking industry, which sees a potential to revolutionise the sector