Managers of Wealth Americas

Broadridge Extends Digital Wealth Platform Partnership with IGM Financial

IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience

Blockchain Missing Use Case at Scale Bank of America CEO Says

Governments commonly perceive cryptocurrency as a payment for dubious purposes and not as its own complex economy on par with traditional financial systems

Endowus Inks Private Markets Tie-Up

The tie-up will allow Endowus’ private wealth clients to leverage iCapital's technology and solutions to gain institutional-quality access to private market initiatives across equity, debt and real assets.

Broadridge Recognized as a Leader in Two Aspire CCM-CXM Leaderboard Market Segments

Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach

Brazil’s Second-Largest Private Bank Launches First Tokenized Credit Note

Bradesco carried out the operation as part of a regulatory sandbox promoted by the South American country's central bank.

iCapital® to Boost Technology Team with 100 New Hires

Developers will enhance largest marketplace for alternative investments to help improve outcomes for advisors and their clients

Goldman Sachs’ technology and consumer unit lost $3bn

The overhaul involved the merger of the bank’s investment banking and trading arms into a single business.

Broadridge applies Syndio tech to put the S in ESG

The company is employing Syndio’s technology to better enable the critical steps of measuring and deepening their commitment to pay equity.

Broadridge and LiquidX Launch InBlock TradeOps to Provide Additional Scale and Flexibility to Trade Finance

Introducing the industry’s first and only true end-to-end BPO solution for Trade Finance

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

FinTech