Managers of Wealth Americas

Digital Transformation Services Company Aequilibrium Chooses William Mills Agency for Public Relations Services

William Mills Agency will work to drive awareness of Aequilibrium as an industry-leader in XR

Global AI: Pioneering the AI Investment and Acquisition Landscape

Recent strategic agreements and active pursuits for additional acquisitions.

SEI Acquires Altigo

SEI to Leverage Unique Industry Position to Meet Market Demand and Streamline Investment Process for Alternatives

WealthKernel expands into US equities trading

This strategic move positions WealthKernel among the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.

Fidelity facing class action suit after cybersecurity attack

The data breach itself and information defendants have disclosed about the breach to date

Family Offices: Where Quant Careers Go To Die

That's saying something in the current market, as "supply is really thin" for quants.

MSCI Enables Transformation of Wealth Management Offering With Acquisition of Fabric

Fabric’s flexible wealth technology combined with MSCI’s investment portfolio solutions will help streamline portfolio construction and sales enablement to bring customization at scale to the global wealth management industry

TD Bank Group and Plaid Forge Data-Access Agreement in North America

We know our customers are looking to access new types of services that meet their unique financial needs.

Will Bunq's Ali Niknam bring his AI-powered bank to the US?

While neobanks have cropped up all over the world, most major European players haven't yet landed a license in the US

St. James's Place selects ION Analytics RMS for its fund due diligence

Cutting-edge Backstop RMS solution streamlines fund due diligence for enhanced growth and performance

TMF Group Adopts Broadridge’s Sentry Loan Administration Platform to Scale for Private Debt and CLO Fund Services Business Growth

Broadridge’s platform will also enable TMF Group to launch a new service offering for CLO administration, which it plans to bring to market in 2024.

TSB launches new customer rewards portal

My TSB Rewards builds on a range of provider

BNY Mellon embraces AI with Behavox for enhanced compliance management

Behavox specializes in leveraging artificial intelligence to streamline how organizations identify and mitigate risks, particularly in compliance.

Tech innovation will drive your wealth management practice to greater success

Financial institutions and insurance providers offering wealth management services are well-positioned to win as they can provide a holistic wealth picture for clients.

Neobanking Market Revenue to Total USD 5382.6 Billion by 2033

Amid Escalating Demand for Digital Financial Services

Canapi Ventures launches $750m fund to back US fintechs

The raise brings Canapi’s total assets under management to more than $1.4bn

Canadian savings fintech Koho raises C$86m

The company provides users with a full-service spending and savings account and a pre-paid credit card

Tether Implements Wallet-Freezing Policy Aligned with US Regulations

The following list contains persons and businesses that are controlled or owned by nations that have been sanctioned.

Google updates policy to allow ads for US crypto trusts

Google will allow ads for U.S. based-crypto trusts from January, with the change seemingly coming in the same month that spot Bitcoin ETFs are predicted to be approved.

US Government Removes Cryptocurrency AML Provisions from NDAA

This action marks a notable shift in the government's approach to regulating digital assets.

FinTech