Managers of Wealth Americas

Fintech startups pose threat to traditional banks’ retail profit

Given that the number of startups is now estimated at 12,000, these slices can add up to a major threat.

Start-up worth $2.3B after secret Zuckerberg fund invests

The start-up did not disclose the amount of money it raised, but said the funding round was aimed at bringing key investors on board—namely Iconiq Capital, which has poured the money into Adyen.

Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds

Skeptics say the automated investment services that choose to exclusively target retail investors are finding some success, for now, but won't for too much longer

SS&C CEO Discusses Acquisition Flurry, Future Plans

Bill Stone, SS&C CEO, chats with Dan DeFrancesco about the five acquisitions his firm has made over the past 12 months and what the plan is going forward.

World’s leading investment banks eye bitcoin and blockchain technology

In June, reports surfaced that Barclays will be working with Bitcoin tech company Safello

Corporate Resolutions Inc. and iThreat Launch "Cyber Risk Intelligence"

These events have outlined just how vulnerable even the largest and most powerful companies are, and how important it is to have the tools and systems in place to be both proactive and reactive in the face of cyber risk.

How Retail Banks Thread The Innovation Needle

Regardless of who’s got innovation in their sights, there are three topics that are always front and center: technology, engagement and data.

Envestnet Wants a Big Piece of the Big-Data Market

“The companies also want to sell data analytics and research to money managers.”

SS&C's Black Diamond Wins Twice at WealthManagement.com 2015 Industry Awards

SS&C was also recently recognized at the FTF News Technology Innovation Awards for "Best Client Reporting System" for the Black Diamond® wealth platform and at the Family Wealth Report Awards for "Best Front Office Solution" fo

3 FinTech Start-ups Disrupting Big Banks

The Federal Reserve is threatening to increase rates and a recession could be imminent.

Sallie Krawcheck Rolling Out Robo for Women

Sallie Krawcheck is launching a new online investment platform aimed at addressing the gender investing gap among women.

Aspire Ventures to merge with Yellow Brick Capital Advisers

We share Aspire’s vision to invest in technologies that solve the problems of basic human needs

Sliced Investing Partners with Concert Wealth Management

Concert Now Offers Its Advisors Competitive Funds Through Sliced's RIA Platform, Sliced Institutional

DriverUp collects $20 mln Series B

The DriverUp platform uses technology to fundamentally improve how loans are secured and serviced

Envestnet Reveals Plans For Yodlee

Envestnet will sell Yodlee's aggregation-driven products to advisors and Yodlee will sell Envestnet’s products to its customers, who include banks and asset managers.

Barry Silbert: Private Blockchains Will 'Capitulate' to Bitcoin

The new comments come amid a spike in interest in use cases for the blockchain

Technology companies consider the possibilities of asset management

Many fear for the future of asset management, with Apple and other world-beating technology companies flirting with the idea of entering the industry

More advisers are gaining new clients through social media

Those who master Facebook, LinkedIn and Twitter and post content consistently can gain an advantage in the quest to impress prospects

Harnessing a Common Technology Framework for Innovation, Agility, and Client Collaboration by Eamonn Greaves, SS&C

A fully customizable interface allows each user to see the dashboards and reports they prefer. Users can then drill down through the data to get the answers they need. Deeper data access levels and customized screens can be created for your fund’s a

Sungard sheds Ambit core banking software business

Through this acquisition, Silverlake Axis will further expand its software and services offerings to empower customers in accelerating their digital transformation.