Managers of Wealth Americas

TD introduces payment plan for credit card holders

With TD Payment Plans, eligible TD cardholders can enroll qualifying purchases of $100 or more into equalized monthly payments, with 6,12, or 18-month term options.

BofA expands virtual account management tech to firms in the US

The geographical expansion follows last year’s addition of the Netherlands to the existing UK and Ireland capabilities.

Sionic launches real-time pay-by-bank rails for US merchants

Sionic’s RTP service includes an option for merchants to incent their customers for paying with their bank accounts over costly rewards-based credit cards.

Swiss Wealthtech 3rd-eyes Analytics Enters US Market with Partnership

3rd-eyes’s partnership with Bonsai will be a disruptive force with respect to wealth planning in the United States.

SEC scolds Schwab over robo disclosures

Firm touted lack of fees while making money on investors’ cash holdings

RBC and Envestnet Data and Analytics announce agreement

RBC clients also benefit from a wide range of RBC's digital security tools

Crypto is selling off but 91% of people surveyed said that they plan on buying digital assets in the next 6 months, according to Bank of America

Nearly 40% of respondents said they use crypto as an online payment method.

Abra Announces the Abra Crypto Card on the American Express Network

Abra’s first crypto credit card to transact in U.S. dollars on the American Express network and offer cryptocurrency rewards on any purchase category and amount, along with other benefits

SS&C Blue Prism Honors WonderBotz with Regional Best Practices Partner of the Year and Regional Blue Prism Cloud Solution of the Year at Blue Prism World 2022

SS&C Blue Prism awarded WonderBotz the Best Practices Award for the 4th time and Blue Prism Cloud Solution of the Year for the 2nd consecutive year

JP Morgan-backed US Trovata to launch in London and Amsterdam

California-based Trovata, which launched in 2019, helps companies aggregate bank balances and transactions through open banking technology.

Citizens Pay Recognized as “Best Innovation” from the 2022 Banking Tech Awards USA

The “Best Innovation” award was selected based on the criteria of a product, solution, or service that will define the future of banking and finance.

SEI Focuses on Aligning Talent to Drive Future Growth

The financial impact, which is not measurable at this time, will be included in SEI’s third-quarter financial results.

Pictet AM warns of recession within two years and backs web3.0

'Reconfigure the investment landscape'

Has JPMorgan become bitcoin's best friend?

A recent note from JPMorgan Chase suggested the bank realizes that bitcoin isn’t going anywhere. But what do the rent seekers really think?

Investment Solutions. Ready When You Are. Regions Bank Introduces InvestPath Digital Advisor

InvestPath further enables our financial advisors to offer a seamless customer experience to support our clients’ financial goals at all stages of life.”

Windward Management LP Chooses SS&C’s Front-to-Back Solution to Power Trading, Operations and Portfolio Accounting

The new start-up will leverage an institutional-grade solution to support growth strategy

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach.

Soros Fund Management CEO Is More Bullish on Ethereum Than Bitcoin

Fitzpatrick thinks the environmental impact will be an important feature in the future, and it could define which digital assets will pick up steam.

Crypto Just Had Its Lehman Moment. What’s Next?

Crypto investors confront hard truths in the wake of the Terra debacle. (Part of the crypto column series.)

Pathstone Acquires Fintech Firm Advisor Partners

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

FinTech