Managers of Wealth Americas

Prismatic Rebrands as Asseta and Announces AI Agents for Family Offices

The transition to Asseta represents more than a name change.

BMO Joins IBM Quantum Network to Accelerate Innovation of Financial Services

BMO gains access to IBM’s advanced quantum infrastructure, enabling the bank to develop and deploy quantum-powered solutions across its operations.

DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

Our mission at OneVest has always been to Power the World's Wealth through innovative technology

MongoDB Collaborates with Lombard Odier to Modernize Core Banking Technology with Generative AI

Leading Swiss bank uses MongoDB to accelerate generative AI innovation and deliver enhanced services to clients

Broadridge overlays Nifix Matching with Symphony messaging

This latest innovation empowers asset managers to communicate directly with brokers via Symphony’s secure messaging platform, enabling compliance, transparency and streamlined resolution of post-trade discrepancies.

iCapital® Unveils Enhanced Portfolio Construction Solutions to Simplify Alternative Investment Integration for Global Wealth Investors

Advancements to iCapital Architect support a streamlined portfolio-design process for financial advisors and their clients.

Broadridge Reports Second Quarter Fiscal 2025 Results

Reaffirming FY'25 guidance, including 6-8% Recurring revenue growth constant currency

Transcend Expands Its Platform Offerings to Nomura, a Key Client

The relationship is now further expanding to include inventory management, sources and uses, and intraday liquidity monitoring capabilities.

Broadridge Recognized as One of FORTUNE Magazine’s 2025 ‘World’s Most Admired Companies’

This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.

Global Securities Class Actions Surge in 2024 Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row

Mega settlements on the rise as antitrust settlements maintain record pace

Bridgewater predicts short-term tech stock correction amid DeepSeek disruption, but long-term AI gains

The launch contributed to a 17% drop in Nvidia’s stock on Monday, erasing $593bn in market value – the largest single-day loss for any company in history.

CIBC wins Best Use of AI in Client Experience at the Customer Centricity World Series Awards

This is the fifth year of the ARCET Global Customer Centricity World Series Awards, and the first year to include the Best Use of AI in Client Experience category.

CIBC wins Best Use of AI in Client Experience at the Customer Centricity World Series Awards

This is the fifth year of the ARCET Global Customer Centricity World Series Awards, and the first year to include the Best Use of AI in Client Experience category.

Versabank Transfers Digital Deposit Receipt Assets

Corporate Realignment Supports Planned Divestiture of Cyber Security Businesses

BlackRock CEO wants SEC to ‘rapidly approve’ tokenization of bonds, stocks: What it means for crypto

BlackRock CEO Larry Fink said he’s “a huge believer in crypto” and urged the SEC to “rapidly approve” asset tokenization. Is this a net positive for the crypto sector?

AltaOne Partners with Marstone to Launch Seamless Digital Wealth Management Solution for Members

This collaboration will empower AltaOne members with personalized investment options

Goldman Sachs rolls out an AI assistant for its employees as artificial intelligence sweeps Wall Street

The Goldman assistant is a "very simple interface that allows you to have access to the latest and greatest models.

Bank of America CEO says financial industry will jump into crypto payments if regulators allow it

American banks have largely avoided letting customers use crypto for retail transactions

Goldman Sachs rolls out an AI assistant for its employees as artificial intelligence sweeps Wall Street

The bank has released a program called GS AI assistant to about 10,000 employees so far, with the goal that all the company’s knowledge workers will have it this year, Argenti told CNBC in an exclusive interview.

Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics

The advanced analytics feature is instrumental to international firms navigating evolving regulatory and market dynamics.

FinTech