Managers of Wealth Americas

NAB, CIBC, Itaú Unibanco and NatWest launch open finance challenge

Participating teams can test, build and validate their ideas with mentorship from leaders within the banks and event partners.

Celent Awarded NexJ an XCelent Award in the Advanced Technology Category, Recognizing NexJ's CRM Technology for Wealth Management

NexJ's wealth management focus helps advisors better engage with their clients and helps firms increase assets under management

Bitcoin set to replace gold, says Bloomberg strategist on Bretton Woods’ 50th anniversary

The statement appeared as a takeaway from Blockworks’ “Bretton Woods: The Realignment” conference that gathered economists, macro analysts and investors to discuss Bitcoin.

50 Years After Going Off Gold, the Dollar Must Go for Crypto

After Richard Nixon scrapped Bretton Woods, the U.S. currency’s exorbitant privilege only grew — because the U.S. embraced innovation, not regulation.

Warren Buffett-Backed Brazilian Crypto Bank Plans $2B NASDAQ IPO

The crypto bank may be purportedly going after a valuation exceeding $40 billion, but this number is not final since negotiations are still ongoing.

Why a Comprehensive Data Management Strategy is Essential for Capital Markets Success

The result: even a small error can result in trading delays, less-than-optimal client experiences or regulatory penalties.

These 13 banks have invested the most in crypto and blockchain to date

The data firm in an updated report this week published a list of 13 banks that lead in terms of size of funding rounds as a proxy of investment into the crypto space, saying it used that measure as banks participated in funding rounds with multiple or man

Developments in alternatives affecting product providers and distributors

While recent media headlines have focused on newer asset classes, here we explore the growth and opportunities associated with the somewhat less exotic world of hedge funds, private equity and interval funds.

RBC Ventures rolls out app for kids

Users get a digital Visa prepaid card immediately upon sign-up, and then they receive a physical card, which parents can lock and unlock at any time.

Schwab's Cash Strategy Costs Investors—and Itself—Millions

Charles Schwab's robo strategy for cash cost investors millions in the past six years. It's also a missed revenue opportunity for the discount brokerage, according to Backend Benchmarking's Robo Report.

SS&C GlobeOp Hedge Fund Performance Index: July performance -0.34%; Capital Movement Index: August net flows advanced 0.55%

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.55% in August.

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.

FinTech