Managers of Wealth Americas

Advyzon Introduces Professionally Managed Portfolios

Philadelphia-based RISR will provide Modern Wealth with access to its full platform

Trump Family’s Paper Wealth Swells By $6B On WLFI Trading Debut: WSJ

The Trump family holds nearly a quarter of WLFI tokens, which remain locked, though the debut set a market value for their stake.

How AI will shape 4 investment banking careers, from ECM to trading

AI may be responsible for up to a third of investment banking tasks by 2030, a report found.

AI’s future can’t be ‘Made in America’ alone

Two-thirds of American AI start-ups have at least one immigrant founder. Attempting to nationalise AI while restricting foreign talent is self-defeating.

CFTC Says Offshore Crypto Firms Have Path to Bringing on US Users

The agency issued an advisory clarifying how foreign platforms can register as so-called foreign boards of trade.

FundBank Goes Live with Temenos to Power its Global Expansion into the U.S.

This deployment enables FundBank – a specialist in banking services to the asset management industry – to launch new products faster, elevate the digital experience, and scale efficiently.

Vanguard Goes Big on Crypto, Thanks to the Index-Fund Boom It Unleashed - DEMO

Vanguard is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin, due to index investing.

Visa reportedly closes US open banking operations

According to a statement from a Visa spokesperson reported by Reuters, the company is "focusing our open banking strategy in high-potential markets like Europe and Latin America".

Wells Fargo adds alternative investments to Unified Managed Account programme

All investing involves risk including the possible loss of principal.

State Street Becomes First Third-Party Custodian to Launch on J.P. Morgan’s Digital Debt Service

The transaction also demonstrates the full integration of State Street’s capabilities across the investment lifecycle

Citi harnesses AI to enhance commercial banking platform

The company said the move will improve the customer experience as well as streamline digital enhancements.

SoFi becomes first U.S. bank to harness Bitcoin Lightning Network

The rollout will begin in Mexico before expanding to other regions where cross-border transfers are common

Broadridge Acquires Signal, Accelerating Global Digital Communications Expansion

Growing expectations from both customers and regulators are driving the need to modernise and digitise the customer

BBVA rolls out global data plaform to Mexico and Colombia

The Banker's Technology Awards 2025 recognized ADA for its transformative impact, while Global Finance named it among the financial sector's most innovative initiatives.

Cambridge Launches Agentic AI Account Opening Tool

Cambridge has started using the tool for a slice of its direct account opening process, and will look to implement it with brokerage accounts next.

SoftBank preps US listing for payments app subsidiary PayPay

Reuters reports that its sources say the listing could happen as soon as Q4 2025 and could potentially raise more than $2 billion.

Majority of Canadian workers are optimistic about AI but aren't ready

Less than 10 per cent use workplace AI tools daily, highlighting room for greater adoption, TD survey finds

How TD is using AI to create uniquely human digital banking experiences

Companies here are working to solve real-world challenges in healthcare, education, and finance.

Mission Wealth Management Chooses Fynancial to Power New Offering for the Next Generation of Investors

The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time

PwC expands fintech capabilities with Kunai acquisition agreement

PwC US will utilise Kunai's assets to enhance its technology and engineering services for banking clients.

FinTech