Managers of Wealth Americas

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility

SS&C Announces Latest Updates to SS&C Blue Prism Intelligent Automation Platform

The latest updates will help organizations extract value from intelligent automation programs

How Blockchain May Play An Increasing Role In Investing

Going forward, the same-old strategies in wealth management may fall short for these increasingly wealthy populations.

Broadridge Recognized for Leadership in Financial Services Industry at SIFMA’s 50th Annual Operations Conference

This award highlights Broadridge’s exemplary leadership and contributions to the financial services industry.

SS&C Launches Blue Prism Process Intelligence 2.0

More than 2,800 customers worldwide run their operations on SS&C Blue Prism

Truist Foundry launches Long Game mobile app to foster healthy financial habits

Rooted in behavioral economics and gamification, app provides a chance to earn monetary rewards to boost savings

Sagent extends partnership with American Savings Bank to power loan servicing

American Savings Bank is a market leader because they get how to combine high-touch service with high-tech experiences for their customers and teams.

BetaNXT Introduces Operations as a Service (OPaaS) Solution for Wealth Management Firms at SIFMA Ops

Stephen C. Daffron Discusses Data Science and Management, Operational Challenges Confronting Wealth Firms in Fireside Chat

The Missing Piece In Wealthtech May Just Be Humans

Technological advances not only can ensure access to financial advice, but they also have the potential to upend the delivery model.

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

FinTech