Managers of Wealth Americas

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company

Why Technology Can Help, Or Hinder Advisory Practices

The focus of these two teams is to support wealth managers

Thomson Reuters Completes Acquisition of SurePrep, LLC

The acquisition supports Thomson Reuters' strategy of pursuing both organic and inorganic growth opportunities as it promotes seamless, cloud-based workflows for professionals through innovative digital solutions and open, smart, and connected platfo

GoLogiq and GammaRey merge to focus on millennial wealth management

The company says the search for a new permanent CEO is underway.

Digital asset platform ML Tech snares $1.9m funding

ML Tech is a non-custodial investment platform connecting institutional investors to top trading strategies.

Warburg Pincus selects CAIS for access to the independent wealth channel

Like most products and strategies onboarded to CAIS, these private equity funds will undergo third-party due diligence conducted by Mercer.

Fidelity files trademark applications to enter Metaverse

Fidelity has indicated that it could offer a wide range of investing services within virtual worlds, including mutual funds, retirement funds, investment management, and financial planning.

Apex Fintech Solutions and Unifimoney Announce Partnership to Provide America’s Credit Unions and Community Banks with Digital Investment Solutions

Enables community financial institutions to equip account holders with access to a full suite of digital wealth management services

Payments automation platform Plooto raises $20 million

The funding will be used to drive customer expansion, introduce new product lines, ramp up hiring and help Plooto customize its offering for more businesses, Accounting and Bookkeeping firms.

Will Central Banks Cause Stagflation, Something Bitcoiners Have Long Warned Against?

In practice though, modern economies are complex and intertwined with one another, and there are multiple factors that can keep inflation up or down.

Crypto Winter Has Not Frozen Demand From High Net Worth Investors - According to 537 US Financial Advisors

Report from Coalition Greenwich Details How Financial Advisors are Navigating Recent Adverse Industry Events to Meet Growing Client Demand

ICE and BNY Mellon | Pershing agree wealth management integration

BNY Mellon | Pershing’s NetX360+ platform provides investment professionals and registered investment advisors the tools to manage their business and support their client’s evolving needs.

Broadridge and Strate Connect to Streamline the Proxy Voting Lifecycle in South Africa

Strategic collaboration enhances proxy voting efficiency and supports higher levels of corporate governance

Amid a Volatile Market, Financial Advisors Are Finding Ways to Generate New AUM

Capitalizing on digital marketing is the key to growth for RIAs and IBDs; survey shows

Broadridge Named a Leader in Wealth Management Products by Everest Group

Strengths include full coverage of wealth value chain and front-to-back solutions on a single platform, enabling advisors to manage end-to-end client journeys

Converge Technology Solutions Corp. Announces Houlihan Lokey Capital, Inc and Canaccord Genuity Corp as Co-financial Advisors

There can be no assurance that the process referred to herein will lead to the approval or completion of any transaction.

FinTech