Managers of Wealth Americas

AI‑Driven Filings, Opt‑In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds

The report finds that 2025 marked a turning point, with surging AI-related litigation

K1x Named a Finalist in the Thirteenth Family Wealth Report Awards 2026

K1x, a leading tax automation software provider for the North American family office and family wealth industry, has been selected as a finalist in the following category at the Thirteenth Family Wealth Report Awards 2026: Innovative Use of AI The annual

AllianceBernstein selects SimCorp One technology platform for investment teams

We look forward to transforming our firm's existing infrastructure to empower our investment teams

BBVA Named Best Trade Finance Bank in Latin America by Global Finance

This award further consolidates BBVA’s position as a benchmark in international trade solutions and strengthens its value proposition at the regional level.

Argentina fintech faces setback; Brazil weighs Bitcoin reserve

Employees are required by law to receive their pay through conventional bank accounts.

Barclays US Consumer Bank reports meaningful gains from call centre GenAI

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation.

Human Advice Still Reigns as Investors Rely More on Online Tools

Despite increased usage of digital investment tools, investors remain hesitant to fully outsource to online-only advice

Morgan Stanley’s Wealth Head Addresses AI-Driven Pressures

Finn stressed that his firm’s business model is based on the “advisor-client relationship.”

US banks wrestle with regulation amid rising AI spend

Despite the challenges, financial services firms in the U.S. lead their global counterparts in AI maturity, according to a Finastra report.

Bank of America and Goldman Sachs Turn to AI to Boost Growth

Both lenders have outlined plans to use the technology to boost efficiency and profits

Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities

Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide

Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents

Goldman is still in the early ‍stages of developing agents based on Anthropic's Claude model

Nubank: This Brand New American Bank Already Has 127 Million Customers

Financial performance has kept pace with this user growth.

Barclays harnesses GenAI to deliver world-class customer service

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations.

Goodfin Launches AI Agent Platform for Private Market Investing

The Y Combinator-backed startup uses 30+ AI agent specialists to handle research, compliance and transactions for accredited investors seeking pre-IPO deals.

Advisors Signal Desire for More Technology and Product Education to Drive Growth in New Study from Broadridge and FSI

The study shows a clear increase in investor interest across non-traditional investment categories

Wells Fargo Wealth & Investment Management Launches Internal Proxy Voting System

Expands partnership with Broadridge to support administration of its new, proprietary voting service

Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence

Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies

Merrill Edge Customers Say Platform Is Safe, Easy To Use

Merrill Edge is one of IBD's 10 Best Online Brokers for 2026.

AllianceBernstein uses AI to break down investment barriers

The divide between discretionary and systematic investing is narrowing, and the future belongs to those who combine both approaches, claims US house AllianceBernstein

FinTech