Managers of Wealth Americas

JPMorgan Chase to spend $12bn on tech this year

With competition for talent fierce, JPMorgan also says it plans to "redesign" the way it attracts and retains the best technology people.

WealthKernel raises $7m

The firm has helped the likes of Claro Money, Wahed, and Wealth8 to enter underserved areas of the wealth services market, covering areas from halal and ethical investment to ESG.

Broadridge Enhances Trust in Proxy Voting Results with Extension of End-to-End Vote Confirmation Services

Broadridge's announcement expands upon the commitment made by Working Group members to provide vote confirmation for meetings of all Fortune 500 companies.

BMO and Moneris joins Mastercard Track Business Payment Service

Mastercard Track automates and enhances the execution and management of B2B payments and the exchange of payments-related data between buyers and suppliers.

United Fintech acquires 25% stake in asset management platform Athena

United Fintech has acquired a 25% stake in investment portfolio management fintech Athena Systems for an undisclosed amount.

Itaú Unibanco acquires Brazilian cloud-based brokerage firm Ideal

Ideal CEO Nilson Monteiro will continue leading operations along with the other founding partners of the company, ensuring Ideal business remains autonomous.

RBC Wealth Management-U.S. Transforms Portfolio Aggregation and Reporting for Advisors with Addepar

Addepar will be available to all RBC Wealth Management-U.S. advisors, along with financial professionals of RBC Clearing & Custody (RBC C&C), a division of RBC Capital Markets, LLC.

Asset Management Trends in 2022

The shift from traditional paper systems towards modern CMMS solutions is helping drive industry growth.

Latin American Fintech is Flourishing

Entrepreneurs who have led Latin America’s fintech boom are increasingly seeking European-led financial expertise to grow their companies and help with tax implications.

Banks Rush to Crypto to Keep Deposits From Leaving Customer Accounts

To illustrate how fast mindsets are changing, Brown and Vanderham related the story of a chat the pair had with a bank executive in 2021 who utterly dismissed crypto.

Five key fintech trends to watch in 2022

Fintechs and banks are in a race to innovate, but with the emergence of new technologies, banks have to adapt to current trends.

i2c Partners with Euro Asia Pay to Help Lay Its Foundation for Expansion in the US

Digital banking application with comprehensive suite of parental control features, provides simple, safe, and secure payments for children and young adults

Bitcoin App Strike Launches in Argentina

The South American country’s citizens now have access to a cash balance that can be used to save or transfer money without permission.

Corporate Insight Announces Annual User Experience Awards in Banking and Credit Cards, Highlighting Importance of P2P Payments and Live Chat

New Monitor Awards showcase digital trends and best practices in payments, self-service capabilities and interactive help via live chat, virtual assistants

FinTech