Managers of Wealth Americas

FV Bank Announces Strategic Investment in DIRO

We’re delighted to invest in DIRO

BNY Mellon Sees Potential for Digital Asset Revenue in 2023

First Bitcoin-linked ETF, based on futures, launched in fall

Bank of America's new AI and machine learning tool

Looking for a way to make informed financial decisions for your business? Bank of America might be able to help.

Digital Transformation Being Pushed at Faster Rate by Financial Services Firms, New Broadridge Survey Finds

Increase in implementation and interest in AI, the Cloud and blockchain

Citizens Advises InCare Technologies on its Sale to Thrive Networks, a Portfolio Company of Court Square Capital Partners

The company has an industry-specific focus which includes commercial business, local government, healthcare, financial services, legal services and manufacturing.

3 Trends in Automation: Evolving to a New Normal

Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure

JPMorgan vows $1B/month effort to get off legacy stack

When it gets modernized, to the cloud, the cost savings by running that and marginalizing it will be $30 million or $40 million a year.

Bank of America analyst says Solana could take market share from Ethereum: Crypto Moves

“Solana could become the Visa of the digital asset ecosystem,”

Citco Data Services

The platform leverages a modern, cloud-based data source to curate and present data of disparate systems in a unified manner.

JPMorgan Chase to spend $12bn on tech this year

With competition for talent fierce, JPMorgan also says it plans to "redesign" the way it attracts and retains the best technology people.

WealthKernel raises $7m

The firm has helped the likes of Claro Money, Wahed, and Wealth8 to enter underserved areas of the wealth services market, covering areas from halal and ethical investment to ESG.

Broadridge Enhances Trust in Proxy Voting Results with Extension of End-to-End Vote Confirmation Services

Broadridge's announcement expands upon the commitment made by Working Group members to provide vote confirmation for meetings of all Fortune 500 companies.

BMO and Moneris joins Mastercard Track Business Payment Service

Mastercard Track automates and enhances the execution and management of B2B payments and the exchange of payments-related data between buyers and suppliers.

United Fintech acquires 25% stake in asset management platform Athena

United Fintech has acquired a 25% stake in investment portfolio management fintech Athena Systems for an undisclosed amount.

Itaú Unibanco acquires Brazilian cloud-based brokerage firm Ideal

Ideal CEO Nilson Monteiro will continue leading operations along with the other founding partners of the company, ensuring Ideal business remains autonomous.

RBC Wealth Management-U.S. Transforms Portfolio Aggregation and Reporting for Advisors with Addepar

Addepar will be available to all RBC Wealth Management-U.S. advisors, along with financial professionals of RBC Clearing & Custody (RBC C&C), a division of RBC Capital Markets, LLC.

Asset Management Trends in 2022

The shift from traditional paper systems towards modern CMMS solutions is helping drive industry growth.

Latin American Fintech is Flourishing

Entrepreneurs who have led Latin America’s fintech boom are increasingly seeking European-led financial expertise to grow their companies and help with tax implications.

Banks Rush to Crypto to Keep Deposits From Leaving Customer Accounts

To illustrate how fast mindsets are changing, Brown and Vanderham related the story of a chat the pair had with a bank executive in 2021 who utterly dismissed crypto.

Five key fintech trends to watch in 2022

Fintechs and banks are in a race to innovate, but with the emergence of new technologies, banks have to adapt to current trends.

FinTech