Managers of Wealth Americas

Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform

The launch of "BlueGive" follows a successful Beta test in Q1 2023, and accelerates organic growth for the Ronald Blue Trust network of advisors

Opportunities for RPA and a Digital Workforce in Family Offices

These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.

State Street Global Advisors looks to tokenise ETFs and private assets

SSGA becomes just the latest to eye the space, joining the likes of BlackRock, DWS and Franklin Templeton

Digitization And Digitalization Must Coexist

The early 2000s marked the beginning of a significant shift in banking operations

The future of wealth advisory: new tech and deeper relationships

Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base

Banks Aim AI at Fraud Management but Need Help

One in five of these organizations said the fraud attacks cost them more than $50 million.

AFS Logistics recognized with two accolades for technology platform

Award-winning AFSmart technology suite honored for providing shippers with critical data for fast decision making

Marstone partners with American Bank and Trust

The aim of the deal is the seamless and secure integration of Marstone’s capabilities in order to deliver cost efficiencies and increased opportunities for revenue growth and development.

Lawyers Getting Tripped Up By Generative AI Such As ChatGPT But Who Really Is To Blame, Asks AI Ethics And AI Law

The aspect that this has happened to lawyers got keen attention and banner headlines.

OpenAI co-founder says international cooperation is needed as we move toward ‘superintelligence’

Brockman thinks this cooperation can, and should, happen between governments and international agencies and the companies engaged in the work of building AI.

Eton Solution Introduces the Administrative Family Office™ to Broaden Access to World-Class Wealth Management Technology

AFO™ Dramatically Reduces the Cost and Complexity of Accessing Tailored Family Office Services Powered by the AtlasFive® Technology Platform

Summitas Wins Family Wealth Report's 2023 "Best Customer Facing Digital Platform" Award

A centralized operating platform that provides secure access to complex digital lives.

Brazilian cybercriminals recently targeted Portuguese bank customers, report says

The group aims to install two backdoor programs that the researchers collectively call PeepingTitle.

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services to its Member Base

Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members

Popular US trading platform for 'unicorns' now available in Canada

After significant traction in the US, Vancouver-based fintech startup Hiive has been approved to deal with Canadians

Acquia Digital Asset Management Drives Creative Collaboration with AI Assistant

New capability in Acquia DAM (Widen) helps marketers generate better content, faster and leverage it across their tech stack

Allianz Guaranteed Income Product Will Be Available with SS&C

SS&C Retirement Income Clearing & Calculation (RICC) Platform to Add Allianz Lifetime Income+ Annuity

Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure

Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.

Crypto Market Near-Term Upside Is Likely Capped: Bank of America

The bank expects digital asset trading volumes to remain subdued, with retail investors remaining on the sidelines.

DRW Executes Intraday Repo Transactions with Societe Generale and Another Global Tier 1 Bank, Expanding Broadridge’s DLR Platform

Bi-lateral intraday repo trade executions paving the way for broader adoption of repo for intraday funding

FinTech