Managers of Wealth Americas

BBVA rolls out global data plaform to Mexico and Colombia

The Banker's Technology Awards 2025 recognized ADA for its transformative impact, while Global Finance named it among the financial sector's most innovative initiatives.

Cambridge Launches Agentic AI Account Opening Tool

Cambridge has started using the tool for a slice of its direct account opening process, and will look to implement it with brokerage accounts next.

SoftBank preps US listing for payments app subsidiary PayPay

Reuters reports that its sources say the listing could happen as soon as Q4 2025 and could potentially raise more than $2 billion.

Majority of Canadian workers are optimistic about AI but aren't ready

Less than 10 per cent use workplace AI tools daily, highlighting room for greater adoption, TD survey finds

How TD is using AI to create uniquely human digital banking experiences

Companies here are working to solve real-world challenges in healthcare, education, and finance.

Mission Wealth Management Chooses Fynancial to Power New Offering for the Next Generation of Investors

The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time

PwC expands fintech capabilities with Kunai acquisition agreement

PwC US will utilise Kunai's assets to enhance its technology and engineering services for banking clients.

Wall Street players complete on-chain US Treasury financing on Canton Network

The partners also argue that the breakthrough will combine the strengths of traditional and crypto markets

SS&C Technologies Unifies Wealth Offerings Under SS&C Black Diamond Wealth Solutions

The comprehensive single-source suite combines SS&C’s industry-leading wealth & trust management technology and services

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

Objectway accelerates its growth path through an investment from Cinven in partnership with its founder Luigi Marciano and the existing management team

The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.

Marex becomes first clearing firm to use JPMorgan's Kinexys for digital payments

Marex is the first clearing firm to use Kinexys Digital Payments’ blockchain deposit accounts to facilitate more streamlined processes with clients.

Wells Fargo announces expansion of strategic relationship with Google Cloud

Google Agentspace will enable bank to deploy agentic AI at scale

SS&C Technologies integrates wealth offerings into single platform

The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.

Zephyr Named Finalist in Three Wealth Management Industry Awards Categories

Award-winning asset and wealth management software honored for innovation and thought leadership

Google agrees to curb power use for AI data centers to ease strain on US grid when demand surges

Google's agreements with Indiana Michigan Power and Tennessee Power Authority would involve scaling back power use at the technology giant's data centers when called upon by the electric utilities to free up space on the grid.

Peter Thiel-backed Bullish seeks up to $4.2 billion valuation in US IPO

Companies leveraging crypto and related technologies have rallied on friendly policymaking from the Donald Trump administration

GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers

JPMorganChase and Coinbase Launch Strategic Partnership to Make Buying Crypto Easier than Ever

New direct bank-to-wallet link, Chase Ultimate Rewards transfer, and the ability to use Chase credit cards, will give users more ways than ever to get into crypto

TD exec keeps sight of customer trust amid AI rush

Consumers are more comfortable with AI but still want human connection when it comes to certain services

FinTech