Managers of Wealth Americas

Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery

New UK delivery center strengthens Broadridge’s global footprint and enhances resilient, near-shore operational support for leading global financial institutions

Broadridge Announces Integrated Infrastructure for Tokenized Securities

Building on its market-leading Distributed Ledger Repo platform, Broadridge delivers the infrastructure that institutional firms need to scale digital and traditional assets on a single platform

Advancing Open Banking in Canada through trusted partnerships

Large-scale financial initiatives have never been delivered in isolation, and Open Banking will be no different.

JPMorgan invests $14M in anti-fraud projects

Funds will support seven organizations intent on protecting consumers from expensive scams, the bank said Tuesday.

AI in the Family Office

Privacy, Efficiency and Institutional Rigor

AI can analyze data but it can’t replace trust, says MassMutual wealth chief

The firm’s Vaughn Bowman talks to InvestmentNews about disconnect between what clients say and do.

How BNY’s UAE Crypto Custody Expansion At Bank of New York Mellon (BK) Has Changed Its Investment Story

The most relevant recent announcement here is BNY’s push to hire more analysts and interns with AI skills

Brazil Bans Stablecoins For Cross-Border Payments

Going forward, a remittance firm cannot convert foreign funds into stablecoins and settle the payment on a blockchain.

LPL Investing in AI to ‘Prop the Advisor Up’

LPL executives addressed the impact of artificial intelligence and its continued integration of Commonwealth, with asset retention now in the mid-80% range.

For Today’s Bank CIO, It’s Not Just About Technology

CIOs today are strategists and business partners as well as managers of the mission-critical function that other company leaders are relying on to deliver their agendas.

BetaNXT to Support Vanguard Investor Choice Program

Innovative Pass-Through Voting Solution Developed in Partnership with Tumelo Simplifies Proxy Voting Process for Investors in Participating Vanguard Funds

Goldman Sachs Restricts AI Usage in Hong Kong

Goldman Sachs has curtailed access to advanced AI tools for its Hong Kong bankers, underscoring how escalating U.S. China tensions are beginning to disrupt even core productivity infrastructure in global finance.

State Street to Launch Tokenized Fund Servicing from Luxembourg

State Street Investment Management is expected to be an early adopter of the service.

Wisconsin's Forte Bank selects CSI as core provider

Forte Bank is deploying CSI's NuPoint platform and the Apiture digital banking solution to enhance its operations and customer experiences.

Broadridge joins Ireland's financial literacy push

This collaboration addresses a critical challenge facing Ireland's financial services sector.

Digital Ascension Group Expands C-Suite to Deepen Its Lead in End-to-End Digital Asset Wealth Management

New executives from Goldman Sachs, Grayscale, BlackRock, and U.S. Bank reinforce the firm's focus on being a leading integrated platform connecting investment, advisory, custody, and compliance under one roof.

Digital-first banking: Alex Shootman

Away from the handful of huge, well-known banks in the United States, there are around 9,000 regional banks and credit unions that actually serve the majority of the market.

Savvy Wealth Unveils Agentic AI Platform for Financial Advisors

Savvy Wealth introduces Savvy Intelligence, an AI-driven platform integrating client data to streamline financial planning and advisory services.

Jump Expands Leadership Team Amid AI Growth Push

Fresh off an $80 million capital raise, Jump is using the money to add four key executives, including Torie Happe, the former head of partnerships at Holistiplan.

WealthReach rolls out AI referral engine to systematize advisor growth strategies

New tool embeds decades of referral coaching into automated workflows for RIAs.

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