Managers of Wealth Americas

Broadridge Reports Fourth Quarter and Fiscal 2021 Results

Broadridge has increased its annual dividend every year since we became a public company

DPL Financial Partners and SS&C Go Live With Insurance Marketplace for Advisors

Integration with the Black Diamond Wealth Platform provides advisors with commission-free insurance from top carriers directly from their desktops

Savana helps power First Horizon Bank's digital transformation

Savana's process orchestration technology now a foundational component of FHN's VirtualBank.

Circle’s National Bank Plans Signal Grand Stablecoin Ambitions

It is this last one, we contend, that holds particular interest.

Standard Chartered UK to provide crypto brokerage services in Ireland

subsidiary. Both parent organizations have made significant investments in blockchain services in recent years.

Broadridge onboards UBS onto Distributed Ledger Repo platform

This partnership reinforces our overall digital strategy, leveraging new technologies aimed at reducing risk and improving efficiencies in the financial markets.

A Look Into Brazil's Booming Fintech Scene

We are the Latin American country with the highest number of unicorns, but the distance between Brazil and countries such as the United States (around 370 unicorns) and China (over 200) is significant

STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering

Backed by years of success providing outsourced operations to institutional and wealth management firms alike, STP debuts a set of features including new reporting methods and new integrations with established WealthTech powerhouses.

Cryptocurrency and Non-Fungible Tokens: NY Tax Considerations for Fund Managers

Similarly, Crypto’s status as intangible property under NYS guidance means that it should not be subject to sales and use tax.

Bitcoin Resumes Slide After Running Into 'Wall of Resistance'

Bitcoin has flirted with regaining the $40,000 mark all week but has failed to do so, showing strong resistance at that threshold.

Infrastructure Bill Provision Expands Cryptocurrency Reporting Requirements

The provision, which would generally go into effect on January 1, 2023, is intended to address a “tax gap” resulting from the underreporting of cryptocurrency transactions.

American Banks Encouraged To Partner with Cryptocurrency Firms

Another aspect of the report is surrounding crypto regulations. It focused on requirements around the sale or offering of crypto, tax reporting, and money transmission.

STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering

Since 2008, STP has thoughtfully engineered and served institutional, fund, emerging and wealth managers as well as plan sponsors and family offices across the globe

SMArtX Expands Partnership with Wealth Platform

Seamless API and data integration enhance business process automation

Mako Fintech Secures $2M Seed Funding Led by Desjardins Capital

The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.

Broadridge Acquires Innovative Post-Trade Solutions Business

Alpha Omega brings invaluable expertise in advanced FIX-based technology for asset managers and broker/dealers in all areas covering automated allocation, confirmation and affirmation of trades for equities, fixed income securities, and derivatives.

In Canada, Basic Open Banking Just Got An Upgrade To ‘Open Finance’

That open banking platform, said Ruiz, leverages application programming interfaces (APIs) to give financial institutions (FIs) the ability to innovate new products and services and bring them to market more quickly.

BofA and Coinbase join Paxos Series D round

BofA joins a stellar client list that includes Credit Suisse, Societe Generale, StoneX and Revolut, as well as PayPal and its mobile payment offshoot Venmo.

State Street Partners with Lukka to Expand Digital Asset Fund Administration Capabilities for its Alternative Investment Clients

Partnership Will Allow Firm to Service Digital Assets with the Same Quality and Precision as Traditional Assets for Private Fund Managers

Crypto Surprise Rattles Industry in Rare Bipartisan Tax Plan

The reason for the last-minute inclusion: the proposal would raise a chunk of money to help fund the $550 billion of investment into transportation and utility upgrades.

FinTech