Managers of Wealth Americas

The Uberization of Wealth Management

Uber transformed an existing service to meet the needs of a convenience-hungry generation.

Mastercard Dare Mobile Payment Selfie

Tested in the Netherlands with 750 ABN Amro customers, this innovation has been acclaimed by its users.

NextCapital and Pershing Announce Retail Digital Advice for Large Institutions

NextCapital's new integration to Pershing's NetX360 platform provides institutions with the best of both worlds

Investing Media Solutions Launches the IMS Wealth Management Monitor

New survey provides insight into the opinions of financial advisors and high-net-worth individuals on a range of economic and personal finance issues

Genpact partners digital wealth manager Advizr

Digitization is an industrywide disruptor, exemplified by the emergence of the "roboadvisor" and digital wealth management tools.

AssetMark and MyVest to Advance Goals-Based Wealth Management for Financial Advisors

Next generation platform and modern user interface to provide advisors an investor-ready visualization of portfolios

WealthBar Expands Its Innovative Investment Technologies to Francophone Canadians

The addition of a French platform broadens WealthBar's reach and supports more Canadians in accessing cost-effective investments, financial advice and education.

Royal Bank of Canada Expands Blockchain Testing Beyond Loyalty

For Canada’s largest bank, boasting C$10bn in 2015 earnings, the announcement seemed at first glance to be a rare consumer play among a broad industry move toward B2B applications.

The year of the client portal

Four tech firms launch new end-user platforms at annual T3 conference

Pershing Introduces Additional Capabilities Enabling Clients to Transform Big Data Into Big Insights

Advisors who anticipate their clients' needs and can proactively support them with relevant value-added solutions will be at a competitive advantage.

SS&C Redefines Reporting and Client Communications in the Black Diamond Wealth Platform

The new functionality announced today supports not only the advisor-client relationship, but also helps advisors improve productivity.

How to Avoid Chasing Squirrels With Technology

Although new technology can help a firm improve its operational efficiency, Lynch said it always leads to at least some buyer’s remorse.

Allocated Bullion Exchange Soft Launches Worldwide

ABX is a membership-based, institutional exchange, offering trading, storage and delivery services for physical precious metals in one electronic environment

SS&C Enhances Capabilities to Support Straight-Through- Margining Requirements

New service streamlines margining of non-cleared OTC derivatives

Tandem Bank Selects Agiliti from Fiserv as Its Technology Platform

Focussing on creating a ‘good bank’ that meets the needs and behaviours of its customers, it will introduce a range of breakthrough banking solutions

Deutsche Bank: Banks Must Partner with Fintech and Digital Currency Businesses or Risk Disappearing Altogether

Recently, Bank of America JPMorgan, UBS and Bank of England have also said that their respective banks are looking at ways to adapt blockchain technology for their own use.

AllianceBernstein tracking fixed-income execution with Interactive Data

“The path to improvement in any endeavor begins with measurement, and Interactive Data’s Best Execution service will help us to measure our trading execution quality across asset classes, counterparties, and venues.”

Why a Former Trust Company Launched a Digital-Only Bank

The rare move points to a growing belief among banks and fintech companies alike worldwide: Consumers are ready for digital-only, and in some cases mobile-first, banking.

RBC Wealth Management partners FutureAdvisor on digital advice pilot

The service will initially be targeted at clients who also want to use automated investment strategies and tools

Microsoft steps up AI push with Swiftkey deal

Exit delivers exceptional returns to investors in UK’s largest venture capital trust

FinTech