Managers of Wealth Americas

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.

Wall Street players complete on-chain US Treasury financing on Canton Network

The partners also argue that the breakthrough will combine the strengths of traditional and crypto markets

SS&C Technologies Unifies Wealth Offerings Under SS&C Black Diamond Wealth Solutions

The comprehensive single-source suite combines SS&C’s industry-leading wealth & trust management technology and services

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

Objectway accelerates its growth path through an investment from Cinven in partnership with its founder Luigi Marciano and the existing management team

The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.

FinTech