Managers of Wealth Americas

AI is helping investment advisors better serve their clients

Still most people also think it will never completely replace human guidance

Proxy Voting Gets Easier for Investors with New Tech Enhancements in Broadridge’s ProxyVoteTM App

New features include the option to pre-set voting preferences

32% Of Family Offices Across The Globe Have Exposure To Cryptocurrencies: Report

The services of this firm are available in every kind of financial-related sector.

Digitization and Democratization

Broadridge 2023 Investor Study highlights the new face of investors amid surging growth in self-directed online investing

SEI’s Owens: Common misconceptions around synthetic ETFs stifling growth

Owens said a synthetic approach can often be a good option for US ETF issuers

Pass-Through Voting Enabling Democratization of Investing

Giving investors a voice can be a key differentiator for asset management firms worldwide

Mo, an AI Chatbot Powered by Morningstar Intelligence Engine, Debuts in Morningstar Platforms

The beta version pairs Microsoft Azure's OpenAI Service with Morningstar's extensive breadth of independent investment research to provide summarized, conversational insights

Oakglen wealth is now available on the SEI wealth platform

The acquisition accelerates Fairstone’s growth goals for 2023 and lays the groundwork for future deals in the region.

Broadridge Wins Innovation in Corporate Governance and Proxy Voting Award at Global Custodian’s Leaders in Custody Awards for the Third Year Running

Recognised as leaders in powering corporate governance globally through proxy voting and disclosure services

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.

FinTech