Managers of Wealth Americas

Barclays harnesses GenAI to deliver world-class customer service

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations.

Goodfin Launches AI Agent Platform for Private Market Investing

The Y Combinator-backed startup uses 30+ AI agent specialists to handle research, compliance and transactions for accredited investors seeking pre-IPO deals.

Advisors Signal Desire for More Technology and Product Education to Drive Growth in New Study from Broadridge and FSI

The study shows a clear increase in investor interest across non-traditional investment categories

Wells Fargo Wealth & Investment Management Launches Internal Proxy Voting System

Expands partnership with Broadridge to support administration of its new, proprietary voting service

Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence

Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies

Merrill Edge Customers Say Platform Is Safe, Easy To Use

Merrill Edge is one of IBD's 10 Best Online Brokers for 2026.

AllianceBernstein uses AI to break down investment barriers

The divide between discretionary and systematic investing is narrowing, and the future belongs to those who combine both approaches, claims US house AllianceBernstein

Casca appoints William Mills Agency to boost AI lending visibility

The company argues that many SMEs face limited access to affordable capital not because of weak credit profiles, but due to outdated systems at traditional lenders or higher-cost options from alternative providers.

SMBC winds down digital US bank Jenius

Sumitomo Mitsui is to wind down its digital-only US banking subsidiary Jenius Bank.

Revolut applies for Peru banking licence

Peru is the fifth Latin American market targeted by the firm, following announcements in Brazil, Colombia, Argentina and Mexico, where in October it was granted a banking license.

Bank of America revamps Alphabet stock after Google enters two key partnerships

"After careful evaluation, Apple determined Google's AI technology provides ‌the most capable foundation for Apple Foundation Models," Google said.

Casca Named Banking and Financial Services Winner in the 2026 BIG Innovation Awards

CEO and co-founder, Lukas Haffer, was recognized in the Banking and Financial Services category for Innovative Individuals

FMO and SMBC Americas tap Fenergo for onboarding tech

Irish fintech Fenergo reveals it has expanded its portfolio of clients, partnering with a development bank for the first time.

Broadridge Invests in DeepSee, Further Harnessing Agentic AI to Transform Post-trade Operations

Investment accelerates innovation in capital markets, enhancing efficiency, compliance, and client service– starting with AI-powered email orchestration

Barclays invests in Ubyx to advance digital money connectivity

Ubyx provides a global clearing system for tokenised deposits and stablecoins

Morgan Stanley joins Bitcoin ETF rush. Why that’s bullish for price in 2026

Bitcoin price is hovering around $93,000, down 26% from its all-time high set in October.

Broadridge Completes Acquisition of Acolin, Unlocking Seamless Cross-Border Distribution and Enhanced Data-Driven Solutions for Clients

The acquisition expands Broadridge’s distribution solutions for asset managers

FinTech