Managers of Wealth Americas

AIM Software Appoints Ian Grow to Bolster Growth in North America

Grow will play a key role in supporting and expanding the AIM Software's customer portfolio in North America, leveraging AIM Software's success in the region.

Wells Fargo to Implement SEI Wealth Platform

SEI Extends Long-Term Relationship With Wells Fargo

JetSmarter Raises $20 Million

Fast-Growing Digital Travel Platform Continues to Democratize the Private Aviation Industry

Newark Is Tapped for Tech Venture Fund, Accelerator

Newark Venture Partners and Newark Venture Accelerator expect to start accepting startups in October

Advent’s Geneva: Building for the Future

I want to take a moment to echo Pete Hess’ sentiments of enthusiasm and hope for our future as part of SS&C, and reaffirm our commitment to Advent’s Geneva. We truly believe in our shared future and are committed to delivering on our promi

America's smartphone obsession extends to mobile banking

We recognize how essential smartphones are to everyday life and banking is no different

FIS Provides Win-Win for INTRUST with Expanded Trust & Wealth Management Technology & Operations Relationship

Those efficiencies – particularly when paired with FIS’ industry experience – have enhanced traditional trust operations, allowing firms to consolidate technology and streamline operations.

SS&C’s Advent Selected as 'Best Accounting System Provider'

For over 25 years, Geneva has been recognized throughout the hedge fund industry

SS&C GlobeOp's Hybrid Fund Services Group: An Introduction

The new group will be led by George Schnell, Vice President of SS&C GlobeOp

Vanguard Robo’s $4B Surge a Threat to Others

Assets at the Vanguard Personal Advisor Services platform soared in the second quarter, going from $17 billion as of March 31 to $21.2 billion as of June 30, RIABiz reports.

Automation is Here to Stay in Wealth Management – Are You?

Wealth management today is being quickly and drastically re-written by new competition, technology advancements and a new generational view that “we don’t want to work with our father’s advisor anymore.”

Thomson Reuters Launches Regulatory Diagnostic Tool for Insurance & Asset Management Professionals

The tool is part of an integrated suite of risk management products and solutions and further extends Thomson Reuters service offering.

This Hedge Fund Is Seeking an Artificial Intelligence Edge

Highbridge, which oversees $24 billion, and Sentient Technologies have had talks “regarding the application of our tech to finance and trading

Wells Fargo considers robo advisory service

The robo advisers often pursue passive investment strategies

Wealth Adviser: More Robos on the Horizon

Another big brokerage is considering launching a robo-advisory service.

SS&C Completes Buy of Black Diamond Maker Advent

The deal is also a testament to the growth in the advisor space, Joel Bruckenstein, producer of the Technology Tools for Today events, tells the website.

BlackRock introduces online technical service for advisers

BlackRock has launched a digital adviser centre to provide advisers and wealth managers with a range of tools and services

SS&C Hires Industry Veteran to Head Its New Private Capital Business Unit

New business unit will derive maximum value from SS&C's wealth of cloud-based products and services to address specific needs of private capital market

Financial Advice from Robots

People have been looking for this kind of low-cost, automated quality advice for decades and it hasn’t been available to many

Roger Lang Joins Netswitch Technology Management Board Of Directors

Roger is a great entrepreneur and a visionary in the field of behavioral analytics

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