Managers of Wealth Americas

Financial Technology M&A Deals: Will Advisors Win or Lose?

Many advisors probably feel the same way, wondering whether they’ll see any benefits from these deals.

Morgan Stanley Probe Said To Examine Whether Advisor Got Hacked

There’s no evidence Morgan Stanley’s own computers were hacked, said one of the people, who’s familiar with the company’s review.

Incremental Improvement vs. Business Transformation

The title reads like a loaded question, but there’s actually nothing wrong with incremental improvement – look no further than the Japanese car industry.

SSG Advisors Will Get Vestorly's Digital Marketing Platform

Vestorly claims it brings in website visitors seven times more than traditional contact forms

Trust Management Network Selects fulfillment services provider

TMN currently provides service to 23 banks and anticipates increasing their annual book of business by approximately 20%

Orion Advisor Services Selects Vestorly for Digital Content Marketing Technology

Orion Client Portal Now Integrates Vestorly’s Content Curation Technology to Automate Client Marketing for Advisors

First Rate Changes the Way Wealth Managers Communicate with Goal Based Reporting

Reporting that communicates progress towards client goals in a way that makes sense to clients

Trintech and Capgemini Strengthen Global Partnership with Enhanced Products for the Office of Finance

This move underlines the current global finance trend of moving to a “holistic” solution

SS&C GlobeOp Completes Annex IV Filings for 50 Alternative Investment Fund Managers

SS&C GlobeOp's AIFMD web-based Annex IV reporting service leverages web-based workflow technology to automate the reporting process and to ensure that data is captured and aggregated in a consistent way

Hacking ring targets banks, not customers, stealing $1b

A hacking ring has stolen up to $1 billion from banks around the world

Cybercrime moves from server room to the boardroom

Cybersecurity analysts have for years lamented that banks weren’t paying sufficient attention to the threat posed by online attacks.

Texas' First Equity Crowdfunding Portal for Real Estate Investing approved

"Traditionally the domain of the wealthy, the recent changes in Texas law open the investment floodgates for all Texans - and that's a game-changer," said Roach. "Equity crowdfunding provides a clear and promising new path for capital

Investors Snap Up Online Financial Advisers

Startups Get Lofty Valuations From Venture-Capital Backers, Who See Tech-Stock Appeal

Advent Brings Advisor Workflow Efficiencies to the Next Level

Enhanced Integration Network Will Include Move Money Capabilities Through Schwab OpenView Gateway™

Riskalyze, CLS Roll Out Robo Tools for Advisors

Once a client account is opened, CLS is instantly added as the co-advisor

Webster Bank and Standard Register Sign Multi-Year Customer Communications Services Agreement

Since 2008, Standard Register has managed a full range of technology-enabled communications for the personal, business and commercial/institutional banking groups

Barclays to launch fintech accelerator program in New York

A range of innovative fintech ideas were developed, including a new credit scoring system

PAM AWARDS: CAIS Recognized as "Best Wealth Solution"

Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers

Geneva based software giant buys US software provider

Following the acquisition, Jay Mossman, the Founder and CEO of Akcelerant, will continue as its CEO

InvestEdge Wins 2015 PAM Award For Private Client Investment Platform - Client Service

InvestEdge, the leading provider of innovative wealth advisory solutions, proudly accepted the award for Private Client Investment Platform–Client Service during the Private Asset Management Awards ceremony held in New York City.

FinTech