Managers of Wealth Americas

Scotiabank Wins Best Transformation Award

This is the 13th year of the award, and Scotiabank's ability to continuously improve its technological infrastructure has earned it the top spot.

The AmeriFlex Group® Launches Proprietary, High-Tech Solution to Support Advisors in Delivering Customized Financial Planning Services

AmeriFlex Premier+ platform gives clients a glimpse into possible future outcomes to help guide decision making

J.P. Morgan Completes Acquisition of Aumni

The acquisition of Aumni solidifies J.P. Morgan’s commitment to building the leading private markets platform for companies, their employees and investors, as well as its confidence in the resilience of the venture-backed ecosystem.

Crypto Winter Is Over, Says New York Investment Bank H.C. Wainwright

The analysis of Coinbase’s possible future performance also takes into account the SEC’s recent actions against various crypto platforms.

Mastercard aims to boost trust for blockchain transactions

The partners also intend to explore the utility of identity-oriented Web3 solutions use cases like NFTs, ticketing, enterprise, and payments.

Credit Suisse Group Increases SS&C Technologies Price Target by 48.51%: Implications for Tech Sector

As many in the industry are aware, Credit Suisse Group is known for its insightful analysis and forward-thinking approach to market trends.

Broadridge Reports Third Quarter Fiscal 2023 Results

Reaffirming FY'23 outlook for continued margin expansion and 7-11% Adjusted EPS growth

Goalsetter teams with Envestnet

Financial advisors now have a greater responsibility to communicate the value of financial education to all generations, especially as there is currently a substantial generational wealth transfer taking place.

Fintech start-up 1fs Wealth secures backing of Singularity Capital

The platform’s ability to provide complete visibility and support succession planning, as well as ESG, sustainability and impact, are amongst the key features most valued by the company’s global customer base.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

Capital Movement Index: April net flows decline 0.56%

Wealthica Announces Enhanced B2B and Wealth Data Solutions

The product enables partners to brand the platform with their own logo and customize it to fit their unique requirements.

Canadian fintech startup brings crypto education to advisors through Morningstar Advisor Workstation

Morningstar announced a new collaboration with MeetAmi Innovations

Franklin Templeton Says Its Money-Market Fund Is Attracting Crypto Assets

Total assets in the Franklin OnChain US Government Money Fund (FOBXX), which was launched last year, have increased to around $270 million.

SEI Reports First-Quarter 2023 Financial Results

First-quarter 2022 results included a one-time positive $88.0 million revenue event resulting in $0.47 diluted earnings per share net of associated costs.

Broadridge and Linedata Announce Integration with Linedata Longview OMS to Enhance Trade Matching

Driving greater customer value through a single multi-asset class post-trade matching platform, leveraging FIX

Citi appointed as Depositary Bank for the GDR Programs of Zhejiang Supcon Technology Co., Ltd. and Yangzhou Yangjie Electronic Technology Co., Ltd.

Citi’s Issuer Services acts as the Depositary Bank for 17 out of 18 China Connect GDR Programs

FinTech