Managers of Wealth Americas

Pathstone Acquires Fintech Firm Advisor Partners

The companies didn’t disclose the financial terms of the deal.

Arteria AI Announces Strategic Investment Co-Led By Citi SPRINT And BDC Capital

This investment co-led by BDC Capital, which helps develop high-growth businesses in Canada, also signals the launch of Arteria AI’s new regional bank offering.

Growing Number of Crypto Investors Seeking Second Citizenships

Investment migration programs complement cryptocurrency as they allow for further access to self-sovereignty, freedom of travel and, most importantly, access to becoming a global citizen.

Decision Intelligence Leader Quantexa Accelerates Growth by Achieving a 144% Net Retention Rate in FY2022

Beyond strengthening our presence in North America and Europe, it is also exciting to see Quantexa attract customers across the APAC region.

Leucadia Asset Management to invest in Illuminate Financial

Existing investors from Illuminate Financial Management’s previous funds will continue as additional anchor investors in the third fund, including JP Morgan, S&P Global and Deutsche Börse Group.

JPMorgan Says Bitcoin Is Now Undervalued by 28%

Last November, the cryptocurrency market valuation was more than $3 trillion and as of this writing it's $1.26 trillion according to CoinMarketCap.

Mambu partners Brim Financial for new digital banking offering

Toronto-based Brim Financial provides embedded banking and finance solutions

Bank of America boss Moynihan joins Lagarde in knocking crypto

Brian Moynihan, Bank of America CEO, told a journalist "no" when asked if the bank was missing out on the next thing by not making a major play in crypto.

Bank of America CEO Dismisses Crypto

While recognizing cross-border payments as a legitimate use case for cryptocurrencies, Moynihan said that stringent regulation prevents it from engaging with the nascent asset class.

BNP Paribas joins JP Morgan’s Onyx blockchain as it ramps up digital assets play

The bank traded its first intraday repo on the platform last week, becoming the first European bank to join the network.

Estate Planning for the Digital Future

Technology is adding another layer of complexity to the planning process.

SS&C Provides Seamless OEMS Access to Cowen Digital’s Institutional Digital Assets Platform

Cowen becomes first traditional investment bank to offer institutional digital asset solution on Eze’s institutional OEMS platform

XML Financial Group Launches Client Wealth Management App

The app is now available on Android and iOS.

Canadian advice tech firm enters UK market

This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.

State Street Digital Appoints Head of Blockchain Engineering and Digital Technology Strategy Lead

Otter, based in London reports to Aman Thind, Chief Technology Officer of State Street Digital. Gaur, based in Austin, Texas, will report to Otter.

Challenges & Future Developments for LIBOR Transition for ALM

Without backing by underlying transactions, LIBOR depended more on expert judgement than quantifying true bank funding cost, and huge volumes of derivatives and cash products referencing it were a concern.

Gemspring Capital Acquires GoldenSource

The Company’s solutions are built upon its industry-leading data model

Wells Fargo Relaunches Intuitive Investor®

Now offering sustainability-focused portfolios, $500 minimum investment, and simplified account opening

Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform

The AI-powered platform has two-way integration with Salesforce, email applications and social media platforms that will allow Hightower advisors to improve collaboration and measurement and deliver meaningful growth outcomes

Insight Bet Values Banking Software Startup Unit at $1.2 Billion

New York-based firm’s deposit volume, customer base surging

FinTech