Managers of Wealth Americas

Hancock Whitney Selects Wealth Access as Connected Intelligence Platform for Enterprise Wealth Management

The platform resolves client data across trust, investments, deposits, and held-away assets into one unified view

Fido Alliance sets sights on Latin America

It aims to uncover new opportunities to provide simpler and safer authentication with FIDO technologies in the Americas. Initially, the Forum will be focused in Latin America, given its potential.

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent.

GenAI Delivering Now, Tokenization Is Next: Financial Services Enters Period of Accelerating Transformation, Landmark Broadridge Study Finds

AI adoption has accelerated dramatically over the past year.

How Global Capital Is Rethinking the U.S. Market in an Era of Technology and Regulation

Foreign investment in the United States has always followed opportunity, but the path to opportunity is changing

AdvisorEngine® Client Portal Blends Intuitive Technology and Leading Design to Drive Investment Advisor-Client Engagement

Also delivers modern mobile app experience advisors need to meet rising client expectations and strengthen competitive position

BCG and OpenAI Expand Partnership With OpenAI Frontier Alliance

Our multi-year partnership with Boston Consulting Group will help bring AI coworkers to enterprises," said Brad Lightcap

Why Hybrid Banking Is the Winning Model for Mexico

It is deeply integrated into North American supply chains, increasingly central to global manufacturing and home to one of the youngest and most digitally connected populations among major economies.

AI‑Driven Filings, Opt‑In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds

The report finds that 2025 marked a turning point, with surging AI-related litigation

K1x Named a Finalist in the Thirteenth Family Wealth Report Awards 2026

K1x, a leading tax automation software provider for the North American family office and family wealth industry, has been selected as a finalist in the following category at the Thirteenth Family Wealth Report Awards 2026: Innovative Use of AI The annual

FinTech

Hancock Whitney Selects Wealth Access as Connected Intelligence Platform for Enterprise Wealth Management

Fido Alliance sets sights on Latin America

Billionaire wealth manager Peter Mallouk has 3,400 clients worth at least $25 million. Here's how he's telling them to navigate AI chaos.

GenAI Delivering Now, Tokenization Is Next: Financial Services Enters Period of Accelerating Transformation, Landmark Broadridge Study Finds

How Global Capital Is Rethinking the U.S. Market in an Era of Technology and Regulation

AdvisorEngine® Client Portal Blends Intuitive Technology and Leading Design to Drive Investment Advisor-Client Engagement

BCG and OpenAI Expand Partnership With OpenAI Frontier Alliance

Why Hybrid Banking Is the Winning Model for Mexico

AI‑Driven Filings, Opt‑In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds

K1x Named a Finalist in the Thirteenth Family Wealth Report Awards 2026

AllianceBernstein selects SimCorp One technology platform for investment teams

BBVA Named Best Trade Finance Bank in Latin America by Global Finance

Argentina fintech faces setback; Brazil weighs Bitcoin reserve

Barclays US Consumer Bank reports meaningful gains from call centre GenAI

Human Advice Still Reigns as Investors Rely More on Online Tools

Morgan Stanley’s Wealth Head Addresses AI-Driven Pressures

US banks wrestle with regulation amid rising AI spend

Bank of America and Goldman Sachs Turn to AI to Boost Growth

Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities

Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents